Sr. Associate, Treasures Relationship Manager, Semarang, Consumer Banking Group

DBS Bank

Kota Semarang

On-site

IDR 480,000,000 - 720,000,000

Full time

6 days ago
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Job summary

DBS Bank in Semarang seeks a seasoned Relationship Manager to grow and manage a portfolio of high-net-worth clients at the Semarang Branch. You will provide holistic wealth guidance across investments, insurance, and treasury products, acting as the main adviser and contact.

The role requires a proven wealth management track record, deep market knowledge, and strong client-facing communication skills. You will collaborate with product specialists to deliver tailored solutions and maintain

Qualifications

  • Bachelor’s degree in Finance, Business Administration, or a related discipline.
  • Proven track record of success as a Relationship Manager in wealth management, priority banking, or premier banking.
  • Deep understanding of financial markets, investment instruments, and wealth management principles.
  • Possess relevant professional certifications required for selling financial and wealth products.
  • Strong interpersonal and relationship-building skills, with the ability to engage effectively with high-net-worth clients.
  • Excellent analytical, negotiation, and presentation skills, with a strong customer-first mindset.

Responsibilities

  • Manage and grow a portfolio of high-net-worth clients in the Semarang region, serving as their primary point of contact.
  • Provide holistic wealth management advisory services, offering tailored solutions across investment, insurance, and treasury products to meet clients' financial goals.
  • Achieve individual sales, revenue, and customer acquisition targets in line with the bank's business objectives.
  • Conduct regular portfolio reviews with clients to assess performance, rebalance assets, and align with their risk tolerance and market outlook.
  • Collaborate closely with product specialists, investment strategists, and support teams to deliver seamless and comprehensive financial solutions.
  • Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies in all client transactions and advisory activities.

Skills

Relationship mgmt
Wealth management
Sales targets
Analytical skills
Negotiation
Presentation
Interpersonal skills

Education

Bachelor's degree in Finance, Business Administration, or related discipline

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 individual clients in the Semarang region, serving as their primary point of contact.
  • Provide holistic wealth management advisory services, offering tailored solutions across investment, insurance, and treasury products to meet clients' financial goals.
  • Achieve individual sales, revenue, and customer acquisition targets in line with the bank's business objectives.
  • Conduct regular portfolio reviews with clients to assess performance, rebalance assets, and align with their risk tolerance and market outlook.
  • Collaborate closely with product specialists, investment strategists, and support teams to deliver seamless and comprehensive financial solutions.
  • Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies in all client transactions and advisory activities.
Requirements
  • Bachelor’s degree in Finance, Business Administration, or a related discipline.
  • Proven track record of success as a Relationship Manager within wealth management, priority banking, or premier banking.
  • Deep understanding of financial markets, investment instruments, insurance products, and wealth management principles.
  • Possess relevant professional certifications required for selling financial and wealth products.
  • Strong interpersonal and relationship-building skills, with the ability to engage effectively with high-net-worth clients.
  • Excellent analytical, negotiation, and presentation skills, with a strong customer-first mindset.

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

Semarang Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time

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