Premium Wealth Relationship Manager

PT Bank DBS Indonesia; Kota Pekanbaru; On-site; IDR 250,000,000 - 400,000,000; Full time

Job summary

PT Bank DBS Indonesia is seeking a Treasures Banking Relationship Manager in Pekanbaru to provide comprehensive wealth management advisory services to high-net-worth individuals and families.

You will identify client needs, develop investment and financial planning solutions, and collaborate with investment and product specialists to deliver holistic offerings while ensuring regulatory compliance and exceptional service.

Qualifications

• Bachelor's degree or equivalent in finance, economics, or a related field.
• Strong interpersonal and communication skills, with the ability to build and maintain long-term relationships with clients
• Proven track record of successfully acquiring new clients and growing a portfolio
• Thorough understanding of investment products, financial planning, and wealth management strategies
• Ability to work independently and as part of a team
• Proficient in the use of financial analysis tools and CRM systems
• Commitment to providing exceptional client service and maintaining the highest ethical standards

Responsibilities

• Provide comprehensive wealth management advisory services to high-net-worth individuals and families, including investment planning, retirement planning, and estate planning
• Proactively identify and address the financial needs and goals of clients, and develop customized solutions to help them achieve their objectives
• Maintain a deep understanding of the bank's product offerings and services, and recommend appropriate solutions to clients
• Actively prospect for new clients and expand the bank's customer base within the Treasures segment
• Collaborate with other teams within the bank, such as investment and product specialists, to provide holistic financial solutions to clients
• Ensure compliance with all relevant regulations and internal policies
• Maintain a high level of client satisfaction and loyalty through exceptional service delivery

Skills

Relationship building

Client acquisition

Communication skills

Strategic thinking

Team collaboration

Education

Bachelor's degree in finance or related field

Tools

CRM systems

Financial analysis tools

Job description

PT Bank DBS Indonesia is seeking a Treasures Banking Relationship Manager in Pekanbaru to provide comprehensive wealth management advisory services to high-net-worth individuals and families.

You will identify client needs, develop investment and financial planning solutions, and collaborate with investment and product specialists to deliver holistic offerings while ensuring regulatory compliance and exceptional service.