Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank; Puglia; In loco; EUR 4500 - 8000; Tempo pieno

Descrizione del lavoro

DBS Bank in Bali is seeking a Relationship Manager to grow and manage a portfolio of affluent clients, delivering tailored wealth management and financial planning solutions.

The role requires strong interpersonal and analytical skills, experience in wealth management, and regulatory certifications; you will collaborate with product specialists to provide holistic financial solutions and maintain high client satisfaction.

Competenze

• Bachelor's degree or equivalent professional qualification.
• Experience in wealth management, financial advisory, or relationship management.
• Regulatory certifications required for financial advisory.
• Strong understanding of financial markets and investment instruments.
• Excellent interpersonal and communication skills to build trust with clients.
• Strong analytical, problem-solving and relationship-building capabilities.

Mansioni

• Manage and grow a portfolio of affluent clients by providing customized wealth management and financial planning solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend suitable investment, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through proactive networking and referrals.
• Adhere to regulatory standards, compliance guidelines, and internal risk management policies.
• Deliver exceptional customer service to maintain high levels of client satisfaction and loyalty.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.

Conoscenze

Interpersonal skills

Communication skills

Analytical skills

Problem-solving

Relationship-building

Formazione

Bachelor's degree or equivalent

Regulatory certifications

Descrizione del lavoro

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 affluent clients by providing customized wealth management and financial planning solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend suitable investment, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through proactive networking and referrals.
• Adhere to regulatory standards, compliance guidelines, and internal risk management policies.
• Deliver exceptional customer service to maintain high levels of client satisfaction and loyalty.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.

Requirements

• Bachelors degree or equivalent professional qualification.
• Demonstrated experience in wealth management, financial advisory, or relationship management within consumer banking.
• Possess relevant regulatory certifications required for financial advisory.
• Strong understanding of financial markets, investment instruments, and wealth management products.
• Excellent interpersonal and communication skills to build trust and rapport with clients.
• Strong analytical, problem-solving, and relationship-building capabilities.

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: Bali Branch

Job: Relationship Management

Schedule: Regular

Employee Status: Full time