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

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 240,000,000 - 480,000,000; Full time

Job summary

DBS Bank (Indonesia) Kemayoran Branch is seeking an experienced Relationship Manager to service high-net-worth clients with tailored financial solutions and exceptional service. You will build trusted relationships, advise on investments, and coordinate with product specialists to deliver comprehensive wealth management.

This full-time role requires 3-5 years in banking or wealth management, strong communication, and a client-first mindset, with a focus on delivering compliant, high-quality

Qualifications

• Bachelor's degree or equivalent in finance, economics, or related field.
• 3-5 years of client-facing banking or wealth management experience.
• Strong interpersonal and communication skills to build trust with affluent clients.
• Proficiency in financial analysis, investment planning, and portfolio management.
• Commitment to exceptional customer service and client satisfaction.

Responsibilities

• Develop and maintain 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 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.

Skills

Client relationship management

Financial analysis

Communication

Team collaboration

Problem solving

Education

Bachelor's degree in finance/economics or related field

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