Senior Private Banking RM - Wealth for HNW Clients

DBS Bank; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

DBS Bank in Medan seeks a Relationship Manager to oversee a portfolio of high-net-worth clients, delivering personalized wealth management and advisory services. You will build trust, understand goals, and propose suitable investment strategies while coordinating with investment specialists to provide comprehensive solutions.

The role requires strong communication, analytical skills, and a proven track record of meeting sales targets with high client satisfaction in a wealth management context.

Qualifications

• Bachelor's degree in finance, economics or business administration.
• Experience in wealth management, private banking or similar client-facing roles.
• Strong analytical and problem-solving skills with ability to interpret financial data.
• Excellent communication and interpersonal skills for high-net-worth clients.
• Track record of achieving sales and revenue targets with client satisfaction.
• Proficiency with portfolio management and financial analysis tools.

Responsibilities

• Manage a portfolio of high-net-worth clients within the Consumer Banking Group.
• Develop and maintain strong client relationships and investment recommendations.
• Collaborate with investment specialists and product experts to deliver wealth solutions.
• Monitor client portfolios and adjust strategies as needed to align with goals.
• Mentor juniors and contribute to team initiatives.

Skills

Wealth management

Client relationship

Analytical skills

Communication skills

Sales targets

Portfolio software

Education

Bachelor's degree in Finance/Economics/Business

Tools

Portfolio management software

Financial analysis tools

Job description

DBS Bank in Medan seeks a Relationship Manager to oversee a portfolio of high-net-worth clients, delivering personalized wealth management and advisory services. You will build trust, understand goals, and propose suitable investment strategies while coordinating with investment specialists to provide comprehensive solutions.

The role requires strong communication, analytical skills, and a proven track record of meeting sales targets with high client satisfaction in a wealth management context.