HNW Relationship Manager — Wealth & Portfolio Solutions

China, Beijing Branch; Indonesia; Sur place; IDR 420 000 000 - 540 000 000; Plein temps

Résumé du poste

DBS Bank Indonesia is seeking a Relationship Manager at Juanda Branch to serve high-net-worth clients, understand their financial goals, and deliver tailored solutions across deposits, investments, mortgages, and loans.

You will collaborate with Wealth Management and Investment Advisory teams to provide comprehensive financial services, stay updated on market trends, and help achieve personal and team sales targets while maintaining exceptional client service.

Qualifications

• Experience in a client-facing role within banking or financial services.
• Strong interpersonal and communication skills with clients.
• Analytical mindset and problem-solving abilities to assess client needs.
• Proficiency with financial analysis tools and CRM systems.
• Ability to collaborate with cross-functional teams.
• Commitment to delivering excellent client service.

Responsabilités

• Develop and maintain strong relationships with high-net-worth clients and tailor solutions.
• Proactively identify cross-selling opportunities to grow the client portfolio.
• Collaborate with Wealth Management and Investment Advisory teams.
• Ensure exceptional client service and address queries professionally.
• Contribute to team and individual sales targets.
• Stay updated on market trends and regulatory changes to advise clients.

Connaissances

Interpersonal skills

Communication skills

Analytical mindset

Problem solving

CRM proficiency

CRM systems

Outils

CRM systems

Description du poste

DBS Bank Indonesia is seeking a Relationship Manager at Juanda Branch to serve high-net-worth clients, understand their financial goals, and deliver tailored solutions across deposits, investments, mortgages, and loans.

You will collaborate with Wealth Management and Investment Advisory teams to provide comprehensive financial services, stay updated on market trends, and help achieve personal and team sales targets while maintaining exceptional client service.