Direct Contract, Treasure Wealth Associate

DBS Bank Ltd; Kota Bandung; On-site; IDR 60,000,000 - 120,000,000; Full time

Job summary

DBS Bank Ltd is seeking a capable administrative and client-support professional to assist Relationship Managers in managing affluent portfolios. The role involves facilitating wealth management transactions, onboarding, and ensuring compliance through KYC/AML reviews, while delivering excellent client service.

You will collaborate with product specialists, prepare portfolio reports and market updates, and maintain accurate data across banking systems and standard office tools in a fast-paced

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics or related field.
• Experience in wealth management, financial services, or retail banking support.
• Financial advisory and investment certifications are advantageous.
• Sound understanding of wealth management products, markets, and banking compliance regulations.
• Excellent interpersonal and communication skills to build relationships with stakeholders.
• Strong analytical and data management skills with attention to detail.

Responsibilities

• Provide administrative and sales support to Relationship Managers in managing affluent client portfolios.
• Assist in wealth management transactions including investment products, insurance, and treasury services.
• Facilitate client onboarding, account maintenance, and KYC/AML reviews per regulatory standards.
• Deliver high-quality customer service by addressing inquiries and resolving issues promptly.
• Collaborate with product specialists and support teams to ensure efficient service delivery.
• Prepare portfolio reports, market updates, and client meeting materials.

Skills

Interpersonal skills

Communication

Analytical skills

Data management

Office software

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Bachelor’s degree in Economics

Tools

Banking systems

Office productivity software

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

• 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.

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

Schedule:

Contract (Fixed Term)

Employee Status:

Full time