Senior Associate, Treasures Private Client Relationship Manager, Surabaya Sungkono, Consumer Banking Group

DBS Bank Ltd; Surabaya ꦱꦸꦫꦧꦪ; Vor Ort; IDR 167.400.000 - 334.800.000; Vollzeit

Zusammenfassung

DBS invites a Relationship Manager to join our Surabaya Sungkono Branch, focusing on high-net-worth clients and tailored financial solutions. You will work with internal investment and wealth teams to deliver comprehensive guidance and services.

The role demands strong interpersonal skills, robust financial analysis, and a proven track record in achieving client satisfaction and sales targets in a banking setting.

Qualifikationen

• Experience in a client-facing role within banking or financial services.
• Strong interpersonal and communication skills.
• Proficient in financial analysis and investment planning.
• Ability to provide customized wealth management solutions.
• Proven track record of meeting sales/client targets.
• Ability to collaborate with cross-functional teams.
• Commitment to continuous learning and professional development.

Aufgaben

• Develop and maintain relationships with high-net-worth clients and tailor solutions.
• Identify cross-selling opportunities to expand client portfolio.
• Collaborate with investment and wealth management specialists.
• Monitor client accounts, portfolios, and transactions for compliance.
• Contribute to the Treasures client segment growth through acquisition/retention strategies.

Kenntnisse

Client-facing

Interpersonal skills

Financial analysis

Wealth management

Sales targets

Cross-functional teamwork

Learning mindset

Jobbeschreibung

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, understanding their financial goals and providing tailored solutions
• Proactively identify and capitalize on cross-selling opportunities to expand the client's portfolio of products and services
• Collaborate with internal teams, such as investment and wealth management specialists, to deliver comprehensive financial advice and support
• Actively monitor client accounts, portfolios, and transactions, ensuring compliance with bank policies and regulatory requirements
• Contribute to the growth and development of the Treasures client segment by implementing effective client acquisition and retention strategies

Requirements

• Have experience in a client-facing role within the banking or financial services industry
• Strong interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients
• Proficient in financial analysis, investment planning, and wealth management concepts
• Excellent problem-solving and decision-making skills, with the ability to provide customized solutions to client needs
• Demonstrated track record of achieving or exceeding sales and client satisfaction targets
• Ability to work collaboratively with cross-functional teams and stakeholders
• Commitment to continuous learning and professional development

Location: Surabaya Sungkono Branch

Job: Relationship Management

Schedule: Regular

Employee Status: Full time

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

DBS is more than a bank - we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world. DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognised for its global leadership, DBS has been named World's Best Bank by Global Finance, World's Best Bank by Euromoney and Global Bank of the Year by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named World's Best Digital Bank by Euromoney and the world's Most Innovative in Digital Banking by The Banker. In addition, DBS has been accorded the Safest Bank in Asia award by Global Finance for 15 consecutive years from 2009 to 2023. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.