Treasures Relationship Manager

China, Beijing Branch; Jakarta Pusat; On-site; IDR 111,600,000 - 167,400,000; Full time

Job summary

DBS Jakarta Head Office seeks a Relationship Manager to develop and manage a growing customer portfolio. You will acquire new clients, nurture existing accounts, and coordinate with TFO to meet revenue targets while delivering tailored banking solutions.

You will maintain strong relationships, conduct regular reviews, and ensure adherence to KYC/AML standards to prevent misselling, with a focus on Bancassurance, Investment, and Treasury products.

Qualifications

• Minimum 2 years in sales with at least 1 year at TRM level.
• Experience in banking and finance preferred.
• Strong understanding of KYC/AML and ability to cross-sell.

Responsibilities

• Develop action plan to achieve revenue and new customer targets.
• Acquire new customers and grow existing portfolios with TFO collaboration.
• Provide excellent service and manage customers' banking needs through regular meetings.
• Ensure KYC/AML compliance and avoid misselling.
• Keep abreast of competitors' offerings.
• Support Team Leader and Branch Manager to hit targets.

Skills

Sales experience

Banking products knowledge

KYC/AML knowledge

Communication skills

Cross-selling

Education

Wealth management certifications

Tools

MS Office

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

• Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
• Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set.
• Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers' banking needs to maximize cross selling opportunities to market bank's products and service.
• Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident
• Ensure customer complaint are handled properly and timely
• Be updated on competitors' offerings on regular basis
• Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
• Assist Team Leader and CBG Business Manager in achieving the team and branch target

Requirements

• At least 2 years of experience in sales with 1 year at TRM level
• Experience in the banking and finance industry would be an advantage
• Sound understanding in banking products especially Bancassurance, Investment and Treasury products
• Possess relevant certification in various wealth management products would be an advantage
• Highly driven, self motivated, able to work under pressure, organized and good time management
• Strong communication, interpersonal, and selling skills
• Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)
• Good written and verbal English
• Able to operate computer and run Microsoft Office applications

Location: Jakarta Head Office

Job: Relationship Management

Schedule: Regular

Employee Status: