HNW Wealth & Relationship Manager

DBS Bank; Kota Semarang; On-site; IDR 350,000,000 - 700,000,000; Full time

Job summary

DBS Bank in Semarang is seeking a Relationship Manager to serve a high-net-worth client base in the Semarang region, delivering tailored wealth management advice and building lasting client partnerships. You will collaborate with product specialists to offer investment, insurance, and treasury solutions while achieving sales targets and maintaining strict compliance with regulatory standards.

Strong communication, negotiation, and analytical skills are essential to assess risk and align

Qualifications

• University degree in Business, Finance, Economics, or a related discipline.
• Proven track record of success in wealth management, priority banking, or relationship management.
• Deep understanding of financial markets, investment instruments, insurance, and treasury products.
• Possession of relevant financial certifications, such as WAPERD and AAJI.
• Strong interpersonal, negotiation, and relationship-building capabilities.
• Goal-oriented mindset with strong analytical, decision-making, and problem-solving skills.

Responsibilities

• Manage and grow a portfolio of high-net-worth (HNW) clients in the Semarang region, ensuring high levels of client satisfaction and retention.
• Provide comprehensive wealth management advisory services, offering tailored solutions across investment, insurance, and treasury products.
• Achieve individual sales, revenue, and portfolio growth targets in line with the Consumer Banking Group's objectives.
• Conduct regular portfolio reviews to align client investments with their financial goals, risk tolerance, and market outlook.
• Collaborate with product specialists and support teams to deliver seamless financial services and solutions.
• Ensure strict adherence to regulatory guidelines, compliance standards, and internal bank policies.

Skills

Relationship management

Wealth management

Analytical thinking

Negotiation

Education

Bachelor's degree in Business/Finance/Economics

Job description

DBS Bank in Semarang is seeking a Relationship Manager to serve a high-net-worth client base in the Semarang region, delivering tailored wealth management advice and building lasting client partnerships. You will collaborate with product specialists to offer investment, insurance, and treasury solutions while achieving sales targets and maintaining strict compliance with regulatory standards.

Strong communication, negotiation, and analytical skills are essential to assess risk and align