Direct Contract, Treasure Wealth Associate

DBS Bank Ltd; Kota Bandung; On-site; IDR 89,280,000 - 133,920,000; Full time

Job summary

DBS Bank Indonesia is seeking a Treasure Wealth Associate in Bandung to provide administrative and sales support to Relationship Managers for affluent clients. You will assist in wealth management transactions, onboarding, KYC/AML reviews, and ensure smooth service delivery.

The role emphasizes client service excellence, collaboration with product specialists, and preparation of portfolio reports for client meetings at our Bandung Dago Branch.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related discipline.
• Experience in financial services, wealth management, or banking support roles.
• Financial advisory/investment certifications are advantageous.
• Knowledge of wealth management products, markets, and compliance.

Responsibilities

• Provide administrative and sales support to Relationship Managers for affluent clients.
• Assist in wealth management transactions including investments, insurance, and treasury services.
• Onboard clients, maintain accounts, conduct KYC/AML reviews.
• Deliver high-quality customer service and resolve issues promptly.
• Prepare portfolio reports, market updates, and client meeting materials.

Skills

Customer service

Relationship building

Analytical skills

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance, Business Administration, Economics

Tools

Banking systems

Microsoft Office

Job description

## Direct Contract, Treasure Wealth AssociateApply: Sales & Client Engagement: Bandung: Full time: Posted Today: WD88823**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*** Provide comprehensive administrative and sales support to Relationship Managers in managing affluent client portfolios.* Assist in the seamless execution of wealth management transactions, including investment products, insurance, and treasury services.* Facilitate client onboarding, account maintenance, and conduct regular Know-Your-Customer (KYC) and Anti-Money Laundering (AML) reviews in compliance with regulatory standards.* Deliver high-quality customer service by addressing client inquiries and resolving operational issues promptly and professionally.* Collaborate with internal product specialists and support teams to ensure efficient service delivery and operational excellence.* Assist in preparing portfolio reports, market updates, and presentation materials for client meetings.**Requirements*** Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.* Proven experience in financial services, wealth management, or retail banking support roles.* Possession of relevant financial advisory and investment certifications is highly advantageous.* Sound understanding of wealth management products, financial markets, and banking compliance regulations.* Excellent interpersonal and communication skills to build strong relationships with internal and external stakeholders.* Strong analytical skills with high attention to detail and accuracy in data management.* Proficiency in banking systems and standard office productivity software.* Ability to work independently and collaboratively in a fast-paced, dynamic environment.**Apply Now**We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.**Location:**Bandung Dago Branch**Job:****Schedule:**Contract (Fixed Term)**Employee Status:**Full time