HNW Wealth & Treasury Relationship Manager

DBS Bank (Indonesia); Indonesia; On-site; IDR 240,000,000 - 480,000,000; Full time

Job summary

DBS Bank (Indonesia) in Semarang is seeking a Relationship Management professional to manage a portfolio of high-net-worth clients, delivering wealth advisory across investments, insurance, and treasury products. The role targets client satisfaction and portfolio growth in line with bank objectives.

The ideal candidate has proven success in wealth management or priority banking, holds relevant certifications such as WAPERD and AAJI, and demonstrates strong interpersonal, negotiation, and

Qualifications

• Bachelor's degree in Business/Finance/Economics is required.
• Proven track record in wealth management or priority banking.
• Professional certifications such as WAPERD and AAJI are preferred.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients in Semarang.
• Provide comprehensive wealth management advisory across investments, insurance, and treasury products.
• Achieve individual sales, revenue, and portfolio growth targets.
• Conduct regular portfolio reviews to align investments with goals and risk tolerance.
• Collaborate with product specialists and support teams to deliver seamless financial services.

Skills

Relationship management

Interpersonal skills

Negotiation

Analytical skills

Decision making

Problem solving

Education

Bachelor's degree in Business/Finance/Economics

Job description

DBS Bank (Indonesia) in Semarang is seeking a Relationship Management professional to manage a portfolio of high-net-worth clients, delivering wealth advisory across investments, insurance, and treasury products. The role targets client satisfaction and portfolio growth in line with bank objectives.

The ideal candidate has proven success in wealth management or priority banking, holds relevant certifications such as WAPERD and AAJI, and demonstrates strong interpersonal, negotiation, and