Senior Officer, Treasures Relationship Manager, Solo, Consumer Banking Group

China, Beijing Branch

Kota Semarang

On-site

IDR 180,000,000 - 280,000,000

Full time

3 days ago
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Job summary

DBS Bank Solo Branch seeks a Relationship Manager to oversee a portfolio of high-net-worth clients, delivering personalized wealth management solutions.

You will identify client needs, maintain strong relationships, and collaborate with cross-functional teams to meet sales targets while complying with regulatory requirements. The role offers a competitive salary and benefits in a dynamic environment.

Qualifications

  • Experience in a similar banking or financial services role.
  • Strong interpersonal and communication skills for high-net-worth clients.
  • Excellent problem-solving and analytical abilities.
  • Proficiency with CRM systems and financial analysis tools.
  • Ability to work independently and as part of a team.

Responsibilities

  • Manage and grow a portfolio of high-net-worth clients with personalized advisory services.
  • Identify client needs and recommend wealth management products.
  • Maintain strong client relationships and deliver exceptional service.
  • Collaborate with cross-functional teams to deliver integrated solutions.
  • Achieve and exceed sales targets while complying with policies and regulations.

Skills

Interpersonal skills
Communication skills
Problem-solving
Analytical skills
CRM systems
Teamwork
Independent work

Tools

CRM systems
Financial analysis tools

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
  • Manage and grow a portfolio of high-net-worth clients, providing personalized financial solutions and advisory services
  • Proactively identify client needs and recommend appropriate wealth management products and services
  • Maintain strong relationships with clients, ensuring exceptional customer service and client satisfaction
  • Collaborate with cross-functional teams to deliver integrated financial solutions
  • Achieve and exceed individual and team sales targets
  • Comply with all relevant policies, procedures, and regulatory requirements
Requirements
  • Have experience in a similar role, preferably in the banking or financial services industry
  • Strong interpersonal and communication skills, with the ability to build and maintain relationships with high-net-worth clients
  • Excellent problem-solving and analytical skills, with the ability to understand and address client needs
  • Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
  • Ability to work independently and as part of a team
  • Commitment to providing exceptional customer service and achieving sales targets

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: Solo Branch

Job: Relationship Management

Schedule: Regular

Employee Status: Full time

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