Senior Private Client Relationship Manager – Treasures

DBS Bank; Surabaya ꦱꦸꦫꦧꦪ; On-site; IDR 360,000,000 - 480,000,000; Full time

Job summary

DBS Bank Surabaya Sungkono Branch seeks a Relationship Manager to serve high-net-worth clients, understanding their financial goals and offering tailored wealth solutions. You will collaborate with investment and advisory teams to deliver comprehensive financial guidance to clients in the Treasures segment.

You will monitor accounts, identify cross-selling opportunities, and help grow the Treasures client segment while ensuring compliance with bank policies and regulatory requirements.

Qualifications

• Experience in a client-facing role within banking or financial services.
• Strong interpersonal and communication skills with high-net-worth clients.
• Proficient in financial analysis and wealth management concepts.
• Excellent problem-solving and decision-making skills with customized solutions.
• Track record of achieving or exceeding sales and client-satisfaction targets.
• Ability to work collaboratively with cross-functional teams.
• Commitment to continuous learning and professional development.

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

Skills

Client-facing client relationships

Interpersonal communication

Financial analysis

Wealth management

Cross-selling

Sales target achievement

Collaboration

Continuous learning

Job description

DBS Bank Surabaya Sungkono Branch seeks a Relationship Manager to serve high-net-worth clients, understanding their financial goals and offering tailored wealth solutions. You will collaborate with investment and advisory teams to deliver comprehensive financial guidance to clients in the Treasures segment.

You will monitor accounts, identify cross-selling opportunities, and help grow the Treasures client segment while ensuring compliance with bank policies and regulatory requirements.