Treasures Wealth Relationship Manager - Surabaya

DBS Bank Ltd; Surabaya ꦱꦸꦫꦧꦪ; On-site; IDR 120,000,000 - 180,000,000; Full time

Job summary

DBS Bank Ltd, Surabaya Pemuda Branch, seeks an Associate, Treasures Relationship Manager to manage a portfolio of affluent clients and provide wealth management guidance. You will conduct needs analyses and recommend investment, insurance, and treasury solutions while delivering exceptional service.

Qualified candidates have a bachelor's degree in Business/Finance and a proven track record in relationship management within financial services.

Qualifications

• Bachelor’s degree in Business, Finance, or related discipline.
• Relevant professional certifications in wealth management or financial advisory are a plus.
• Proven track record in relationship management or financial services sales.

Responsibilities

• Manage and grow a portfolio of affluent clients with personalized wealth guidance.
• Conduct financial needs analyses and recommend investment, insurance, and treasury solutions.
• Achieve sales and revenue targets while delivering high-quality customer service.
• Build and maintain long-term client relationships and ensure compliant practices.

Skills

Interpersonal skills

Communication skills

Relationship management

Education

Bachelor’s degree in Business, Finance, or related discipline

Job description

DBS Bank Ltd, Surabaya Pemuda Branch, seeks an Associate, Treasures Relationship Manager to manage a portfolio of affluent clients and provide wealth management guidance. You will conduct needs analyses and recommend investment, insurance, and treasury solutions while delivering exceptional service.

Qualified candidates have a bachelor's degree in Business/Finance and a proven track record in relationship management within financial services.