AVP, Treasures Relationship Manager, Pantai Indah Kapuk Branch, Consumer Banking Group

Overview

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AVP, Treasures Relationship Manager, Pantai Indah Kapuk Branch, Consumer Banking Group

role at

DBS Bank . Responsibilities

Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing personalized wealth management solutions Proactively identify and address client needs, offering a comprehensive range of banking, investment, and advisory services Collaborate with cross-functional teams, including investment specialists and financial planners, to deliver tailored financial strategies Actively monitor client portfolios, making recommendations to optimize performance and align with their evolving financial objectives Ensure exceptional client service and responsiveness, anticipating and addressing their concerns in a timely manner Contribute to the growth and development of the Treasures client segment by identifying new business opportunities and referrals Requirements

Minimum 3-5 years of experience in a client-facing role within the wealth management or private banking industry Strong interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients Demonstrated expertise in investment products, portfolio management, and financial planning Analytical mindset with the ability to understand complex financial situations and provide customized solutions Excellent organizational and time management skills, with the ability to prioritize and multitask effectively Commitment to delivering exceptional client service and a proactive, solutions-oriented approach Job Details

Primary Location:

Indonesia Job:

Relationship Management Schedule:

Regular Job Type:

Full-time Job Posting:

Aug 15, 2025, 12:30:27 PM

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