Sr. Associate, Treasures Relationship Manager, DBS Tower, Consumer Banking Group

Dbs Bank; Indonesia; On-site; IDR 320,000,000 - 520,000,000; Full time

Job summary

DBS Bank is seeking a Relationship Management professional in Indonesia to cultivate strong relationships with high-net-worth clients and deliver tailored wealth management solutions. You will collaborate with cross-functional teams to ensure superior client experiences and service excellence, while monitoring portfolios and advising on investments.

The role emphasizes compliance with regulations and a proactive approach to expanding the bank's client base, with an on-site presence at the Mega

Qualifications

• Strong relationship-building skills with high-net-worth clients.
• Excellent communication and presentation abilities across stakeholder levels.
• Solid analytical mindset to interpret financial data and market trends.
• Proven track record of meeting or exceeding sales/revenue targets.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored solutions
• Proactively identify and address client needs, offering a comprehensive range of wealth management products and services
• Collaborate with cross-functional teams to deliver seamless client experiences and ensure the highest level of service
• Actively monitor client portfolios and provide timely updates and recommendations to optimize their investments
• Participate in client events and networking activities to expand the bank's client base and strengthen brand awareness
• Comply with all relevant regulations, policies, and procedures to ensure the integrity of the bank's operations

Skills

Relationship building

Interpersonal skills

Communication

Problem solving

Team collaboration

Continuous learning

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.

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 to understand their financial goals and provide tailored solutions
• Proactively identify and address client needs, offering a comprehensive range of wealth management products and services
• Collaborate with cross-functional teams to deliver seamless client experiences and ensure the highest level of service
• Actively monitor client portfolios and provide timely updates and recommendations to optimize their investments
• Participate in client events and networking activities to expand the bank's client base and strengthen brand awareness
• Comply with all relevant regulations, policies, and procedures to ensure the integrity of the bank's operations

Requirements

• Minimum 3-5 years of experience in a similar role within the wealth management or private banking industry
• Strong interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients
• Excellent problem-solving and analytical skills, with the ability to understand and interpret financial data
• Thorough knowledge of wealth management products, services, and investment strategies
• Demonstrated track record of achieving or exceeding sales and revenue targets
• Ability to work collaboratively in a team environment and across different departments
• Commitment to continuous learning and professional development

Location

Mega Kuningan Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time