Semarang HNW Wealth Advisor & Relationship

DBS Bank Ltd; Kota Semarang; On-site; IDR 180,000,000 - 260,000,000; Full time

Job summary

DBS Bank Ltd in Semarang seeks an Associate, Treasures Relationship Manager to serve high-net-worth clients within the Consumer Banking Group. You will provide tailored wealth management advice across investments, insurance, and treasury products, while building strong client relationships and achieving target growth.

The role emphasizes regulatory compliance, collaboration with product specialists, and ongoing portfolio reviews to align with clients' goals and risk tolerance.

Qualifications

• University degree in Business, Finance, Economics, or related discipline.
• Proven track record in wealth management, priority banking, or relationship management.
• Knowledge of financial markets, investment instruments, insurance, and treasury products.
• Certifications such as WAPERD and AAJI are a plus.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients in Semarang with high satisfaction and retention.
• Provide comprehensive wealth management advisory across investments, insurance, and treasury products.
• Achieve individual sales, revenue, and portfolio growth targets aligned with group objectives.
• Conduct regular portfolio reviews to align investments with client goals and risk tolerance.

Skills

Wealth management

Relationship management

Sales targets

Regulatory compliance

Education

University degree in Business/Finance/Economics

Job description

DBS Bank Ltd in Semarang seeks an Associate, Treasures Relationship Manager to serve high-net-worth clients within the Consumer Banking Group. You will provide tailored wealth management advice across investments, insurance, and treasury products, while building strong client relationships and achieving target growth.

The role emphasizes regulatory compliance, collaboration with product specialists, and ongoing portfolio reviews to align with clients' goals and risk tolerance.