Senior Associate, Treasures Relationship Manager, Kemayoran, Consumer Banking Group

Dbs Bank; Indonesia; On-site; IDR 240,000,000 - 420,000,000; Full time

Job summary

DBS Bank in Kemayoran Branch is seeking a Relationship Manager to deliver tailored financial solutions and exceptional service to high-net-worth clients. You will build trust, identify client needs, and collaborate with product specialists to provide comprehensive wealth management.

The role emphasizes portfolio monitoring and timely market insights. The candidate will manage client relationships, ensuring regulatory compliance and contributing to Treasures segment growth within a full-time,

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 3-5 years of experience in a client-facing role within banking or wealth management.
• Strong interpersonal and communication skills with high-net-worth clients.
• Proficient in financial analysis, investment planning, and portfolio management.
• Commitment to exceptional customer service and client satisfaction.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service.
• Identify client needs and provide tailored investment, wealth management, and banking products to help them achieve financial goals.
• Collaborate with product specialists and investment advisors to deliver comprehensive wealth management solutions.
• Monitor client portfolios and market trends, providing timely updates and recommendations.
• Contribute to growth of the Treasures client segment by identifying new business opportunities and referrals.
• Ensure compliance with regulations and internal policies.

Skills

High-net-worth client relationships

Strong communication

Financial analysis

Education

Bachelor's degree in finance or economics

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 help them achieve their financial goals
• Collaborate with cross-functional teams, including product specialists and investment advisors, to deliver comprehensive wealth management solutions
• Actively monitor client portfolios and market trends, and provide timely updates and recommendations to clients
• Contribute to the growth and development of the Treasures client segment by identifying new business opportunities and referrals
• Ensure compliance with all relevant regulations and internal policies

Requirements

• Bachelor's degree or equivalent in finance, economics, or a related field
• Minimum 3-5 years of experience in a client-facing role within the banking or wealth management 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 portfolio management
• Excellent problem-solving and decision-making skills
• Ability to work collaboratively in a team environment
• Commitment to providing exceptional customer service and client satisfaction

Location

Kemayoran Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time