AVP, Wealth Relationship Manager – HNW Clients

China, Beijing Branch; Jakarta Utara; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

DBS Bank Indonesia, Kelapa Gading Branch, is seeking a Relationship Manager to build and maintain strong relationships with high-net-worth clients. You will tailor financial solutions and deliver exceptional service in a busy banking environment.

The role requires proactive needs assessment, collaboration with cross-functional teams, and ongoing market insight to advise clients on investments, loans, and wealth products.

Qualifications

• Experience in banking or wealth management and client advisory
• Strong interpersonal and communication skills with high-net-worth clients
• Proven track record of meeting sales targets and delivering excellent service
• Proficient in financial analysis tools and CRM systems

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service
• Proactively identify client needs and provide tailored investment, wealth management, and banking products to meet their financial goals
• Collaborate with cross-functional teams to deliver integrated financial solutions and ensure a seamless client experience
• Actively participate in client events and networking activities to expand the client base and strengthen the bank's presence in the local community
• Maintain a thorough understanding of the bank's products, services, and market trends to provide informed advice and recommendations to clients
• Achieve and exceed individual and team sales targets through effective client relationship management and business development strategies

Skills

Relationship management

CRM systems

Financial analysis

Sales targets

Interpersonal communication

Tools

CRM systems

Financial analysis tools

Job description

DBS Bank Indonesia, Kelapa Gading Branch, is seeking a Relationship Manager to build and maintain strong relationships with high-net-worth clients. You will tailor financial solutions and deliver exceptional service in a busy banking environment.

The role requires proactive needs assessment, collaboration with cross-functional teams, and ongoing market insight to advise clients on investments, loans, and wealth products.