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

DBS; Jakarta Pusat; Presencial; IDR 360.000.000 - 540.000.000; Jornada completa

Descripción de la vacante

DBS seeks an experienced Relationship Manager for the Kemayoran Branch to manage high-net-worth client portfolios in Indonesia. You will provide tailored wealth solutions, build trust with clients, and uphold the highest service standards.

Collaborate with product specialists and investment advisors to deliver comprehensive wealth management, monitor portfolios, review market trends, and identify opportunities for business growth within the Treasures segment while ensuring regulatory compliance

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Relationship building

Communication

Financial analysis

Portfolio management

Client service

Team collaboration

Educación

Bachelor's degree in Finance/Economics

Descripción del empleo

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

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: Kemayoran Branch

Job: Relationship Management

Schedule: Regular

Employee Status: Full time

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.