Affluent Wealth Relationship Manager - Client Advisory

DBS Bank Ltd; Provinsi Bali; Presencial; IDR 334.800.000 - 558.000.000; Jornada completa

Descripción de la vacante

DBS Bank Bali Branch is seeking a Relationship Manager to grow a portfolio of affluent clients by delivering tailored wealth management and financial planning solutions. You will analyze client needs, recommend investments, insurance, and treasury products, and expand relationships through proactive networking and referrals.

The role requires experience in wealth management or financial advisory within consumer banking, strong communication skills, and adherence to regulatory guidelines.

Formación

• Bachelor’s degree or equivalent professional qualification.
• Experience in wealth management, financial advisory, or relationship management within consumer banking.
• 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.

Responsabilidades

• Manage and grow a portfolio of affluent clients with customized wealth management solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend investments, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through 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.

Conocimientos

Wealth management

Financial planning

Interpersonal skills

Communication

Analytical

Problem-solving

Relationship-building

Educación

Bachelor’s degree or equivalent

Descripción del empleo

DBS Bank Bali Branch is seeking a Relationship Manager to grow a portfolio of affluent clients by delivering tailored wealth management and financial planning solutions. You will analyze client needs, recommend investments, insurance, and treasury products, and expand relationships through proactive networking and referrals.

The role requires experience in wealth management or financial advisory within consumer banking, strong communication skills, and adherence to regulatory guidelines.