Treasures Banking Relationship Manager (Medan)

PT Bank DBS Indonesia; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 200,000,000 - 320,000,000; Full time

Job summary

PT Bank DBS Indonesia is seeking a Treasures Banking Relationship Manager for Medan. The role focuses on delivering wealth management advisory services to high-net-worth clients, developing tailored investment and retirement plans, and expanding the Treasures client base in Medan.

You will collaborate with investment and product specialists, maintain strong client relationships, and ensure compliance with regulatory standards while delivering exceptional service.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Strong interpersonal and communication skills.
• Proven track record of acquiring new clients and growing a portfolio.
• Thorough understanding of investment products, financial planning, and wealth management strategies.
• Ability to work independently and as part of a team.
• Proficient in the use of financial analysis tools and CRM systems.
• Commitment to providing exceptional client service and maintaining the highest ethical standards.
• We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Responsibilities

• Provide comprehensive wealth management advisory services to high-net-worth individuals and families, including investment planning, retirement planning, and estate planning
• Proactively identify and address the financial needs and goals of clients, and develop customized solutions to help them achieve their objectives
• Maintain a deep understanding of the bank's product offerings and services, and recommend appropriate solutions to clients
• Actively prospect for new clients and expand the bank's customer base within the Treasures segment
• Collaborate with other teams within the bank, such as investment and product specialists, to provide holistic financial solutions to clients
• Ensure compliance with all relevant regulations and internal policies
• Maintain a high level of client satisfaction and loyalty through exceptional service delivery

Skills

Relationship building

Communication skills

Financial analysis

CRM systems

Education

Bachelor's degree in finance/economics/related field

Tools

CRM systems

Job description

Treasures Banking Relationship Manager (Medan)

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 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

Provide comprehensive wealth management advisory services to high-net-worth individuals and families, including investment planning, retirement planning, and estate planning

Proactively identify and address the financial needs and goals of clients, and develop customized solutions to help them achieve their objectives

Maintain a deep understanding of the bank's product offerings and services, and recommend appropriate solutions to clients

Actively prospect for new clients and expand the bank's customer base within the Treasures segment

Collaborate with other teams within the bank, such as investment and product specialists, to provide holistic financial solutions to clients

Ensure compliance with all relevant regulations and internal policies

Maintain a high level of client satisfaction and loyalty through exceptional service delivery

Requirements

Bachelor's degree or equivalent in finance, economics, or a related field

Strong interpersonal and communication skills, with the ability to build and maintain long‑term relationships with clients

Proven track record of successfully acquiring new clients and growing a portfolio

Thorough understanding of investment products, financial planning, and wealth management strategies

Ability to work independently and as part of a team

Proficient in the use of financial analysis tools and customer relationship management (CRM) systems

Commitment to providing exceptional client service and maintaining the highest ethical standards

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.