Private Wealth Relationship Manager

DBS Bank; Kota Semarang; On-site; IDR 180,000,000 - 360,000,000; Full time

Job summary

DBS Bank in Semarang is seeking a Relationship Manager to serve high-net-worth clients within the Treasures segment, delivering personalized wealth management solutions and building lasting relationships.

You will proactively identify client needs, recommend investment, banking, and insurance products, and collaborate with cross-functional teams to ensure a seamless client experience while achieving sales targets.

Qualifications

• Experience in wealth management, private banking, or similar client-facing role.
• Strong interpersonal and communication skills to engage high-net-worth clients.
• Ability to analyze client financial needs and provide tailored solutions.
• Proficient in financial planning, investment, and portfolio management.
• Excellent problem-solving and decision-making skills.
• Commitment to delivering exceptional client service.

Responsibilities

• Provide personalized wealth management solutions to high-net-worth clients.
• Proactively identify client needs and recommend appropriate investment, banking, and insurance products to meet their financial goals.
• Maintain strong relationships with clients through regular communication and exceptional service.
• Collaborate with cross-functional teams to deliver a seamless client experience.
• Achieve individual and team sales targets while adhering to the bank's compliance and risk management policies.

Skills

Wealth management

Private banking

Client-facing

Interpersonal skills

Financial planning

Portfolio management

Communication skills

Job description

DBS Bank in Semarang is seeking a Relationship Manager to serve high-net-worth clients within the Treasures segment, delivering personalized wealth management solutions and building lasting relationships.

You will proactively identify client needs, recommend investment, banking, and insurance products, and collaborate with cross-functional teams to ensure a seamless client experience while achieving sales targets.