AVP, Treasures Relationship Manager, Kelapa Gading, Consumer Banking Group

DBS Bank Ltd

Jakarta Utara

On-site

IDR 180,000,000 - 320,000,000

Full time

14 days+

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Job summary

DBS Bank Ltd in Jakarta is seeking a Relationship Manager to develop and maintain strong relationships with high-net-worth clients, delivering tailored wealth management and banking solutions. You will work with cross-functional teams to ensure a seamless client experience and contribute to DBS' leadership in consumer banking.

The role requires staying updated on DBS products, market trends, and achieving sales targets through strategic client development and networking within the local

Qualifications

  • Experience in banking or wealth management roles.
  • Strong interpersonal and communication skills.
  • Proficient with CRM systems.
  • Track record of achieving sales targets.

Responsibilities

  • Develop and maintain relations with high-net-worth clients with personalized financial solutions.
  • Proactively identify client needs and offer tailored investment, wealth management, and banking products.
  • Collaborate with cross-functional teams to deliver integrated financial solutions and seamless client experience.
  • Participate in client events to expand the client base and strengthen local presence.
  • Maintain understanding of DBS products, services, and market trends to offer informed advice.
  • Achieve and exceed individual and team sales targets through client relationship management.

Skills

Relationship building
CRM proficiency
Sales targets
Wealth management

Tools

CRM systems

Job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities
  • Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service

  • Proactively identify client needs and provide tailored investment, wealth management, and banking products to meet their financial goals

  • Collaborate with cross-functional teams to deliver integrated financial solutions and ensure a seamless client experience

  • Actively participate in client events and networking activities to expand the client base and strengthen the bank's presence in the local community

  • Maintain a thorough understanding of the bank's products, services, and market trends to provide informed advice and recommendations to clients

  • Achieve and exceed individual and team sales targets through effective client relationship management and business development strategies

Requirements
  • Have experience in a similar role, preferably in the banking or wealth management industry

  • Strong interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients

  • Excellent problem-solving and analytical skills, with the ability to understand and address client financial needs

  • Proficient in the use of financial analysis tools and customer relationship management (CRM) systems

  • Demonstrated track record of achieving sales targets and delivering exceptional customer service

  • Ability to work collaboratively in a team environment and contribute to the overall success of the organization

Location:

Kelapa Gading Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

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