Private Client Relationship Manager – HNW Wealth Growth

DBS; Surabaya ꦱꦸꦫꦧꦪ; On-site; IDR 167,400,000 - 334,800,000; Full time

Job summary

DBS invites a Relationship Manager to join our Surabaya Sungkono Branch, focusing on high-net-worth clients and tailored financial solutions. You will work with internal investment and wealth teams to deliver comprehensive guidance and services.

The role demands strong interpersonal skills, robust financial analysis, and a proven track record in achieving client satisfaction and sales targets in a banking setting.

Qualifications

• Experience in a client-facing role within banking or financial services.
• Strong interpersonal and communication skills.
• Proficient in financial analysis and investment planning.
• Ability to provide customized wealth management solutions.
• Proven track record of meeting sales/client targets.
• Ability to collaborate with cross-functional teams.
• Commitment to continuous learning and professional development.

Responsibilities

• Develop and maintain relationships with high-net-worth clients and tailor solutions.
• Identify cross-selling opportunities to expand client portfolio.
• Collaborate with investment and wealth management specialists.
• Monitor client accounts, portfolios, and transactions for compliance.
• Contribute to the Treasures client segment growth through acquisition/retention strategies.

Skills

Client-facing

Interpersonal skills

Financial analysis

Wealth management

Sales targets

Cross-functional teamwork

Learning mindset

Job description

DBS invites a Relationship Manager to join our Surabaya Sungkono Branch, focusing on high-net-worth clients and tailored financial solutions. You will work with internal investment and wealth teams to deliver comprehensive guidance and services.

The role demands strong interpersonal skills, robust financial analysis, and a proven track record in achieving client satisfaction and sales targets in a banking setting.