D

DBS Bank

Regional bank offering digital banking

Treasures Relationship Manager

Wealth Management & Financial AdvisoryUpdated on Nov 12
Full-timeJakarta, IndonesiaNo salary listedIn-person

About the Job

Requirements

  • At least 2 years of sales experience, including 1 year at TRM level.
  • Experience in the banking and finance industry is advantageous.
  • A sound understanding of banking products, especially bancassurance, investment, and treasury products.
  • Relevant certifications in wealth management products are advantageous.
  • Ability to work under pressure and good organizational and time-management skills.
  • Strong communication, interpersonal, and selling skills.
  • A good understanding of applying Know Your Customer (KYC) and Anti-Money Laundering (AML) principles.
  • Good written and verbal English.
  • Ability to operate a computer and run Microsoft Office applications.

Responsibilities

  • Develop an action plan to achieve and exceed annual revenue and new-customer acquisition targets.
  • Acquire new customers and maintain or upgrade existing customers’ portfolios, working closely with TFO to achieve targets.
  • Provide excellent service to existing and potential customers by maintaining close relationships and managing their investment portfolios; conduct regular meetings to assess banking needs and maximize cross-selling opportunities for the bank’s products and services.
  • Implement the sales process framework, ensure customers fully understand offered products, and ensure customers’ investment profiles suit those products to prevent mis-selling.
  • Ensure customer complaints are handled properly and promptly.
  • Stay regularly updated on competitors’ offerings.
  • Strictly comply with Know Your Customer (KYC) and money-laundering prevention requirements, including maintaining regular customer contact for periodic reviews, and uphold integrity and honesty as a bank staff member.
  • Assist the Team Leader and Consumer Banking Group Business Manager in achieving team and branch targets.

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size
10,001+
Company stage
IPO
Headquarters
Singapore, Singapore
Founded
1968

Recently Posted Jobs

Explore more opportunities at DBS Bank

See more jobs