Senior Private Client Wealth Manager

DBS Bank Ltd; Jakarta Pusat; On-site; IDR 334,800,000 - 669,600,000; Full time

Job summary

DBS Bank Ltd in Jakarta is seeking a Relationship Manager for our Treasures Private Client team. You will manage a growing portfolio of high-net-worth clients, delivering tailored wealth advisory solutions and coordinating with investment specialists to meet financial goals.

The role emphasizes building trusted client relationships, deep product knowledge across markets, and adherence to regulatory standards within a dynamic banking environment.

Qualifications

• Bachelor’s degree or equivalent in Business, Finance, or related discipline.
• Proven track record in wealth management/private banking with high-net-worth portfolios.
• Deep knowledge of financial markets, treasury products, structured investments, and wealth advisory solutions.
• Relevant industry certifications and regulatory licenses for financial advisory and investment sales.
• Exceptional interpersonal and relationship-building skills for affluent clients and internal stakeholders.
• Strong analytical capabilities and risk management understanding.

Responsibilities

• Acquire NTT Treasures Private Client (TPC).
• Manage and grow a portfolio of Treasures Private Client (TPC) relationships, delivering customized wealth management and financial planning solutions.
• Provide professional advisory services across investment, treasury, and insurance products-tailored to high-net-worth client needs.
• Achieve business and financial targets through portfolio deepening, asset allocation optimization, and new client acquisition.
• Collaborate with investment strategists, treasury product specialists, and portfolio managers to deliver comprehensive financial solutions.
• Ensure strict adherence to regulatory guidelines, compliance standards, and internal risk management frameworks.
• Conduct regular portfolio reviews with clients to align investment strategies with market conditions and personal goals.

Skills

Relationship building

Financial advisory

Portfolio management

Analytical skills

Education

Bachelor’s degree in Business or Finance

Job description

DBS Bank Ltd in Jakarta is seeking a Relationship Manager for our Treasures Private Client team. You will manage a growing portfolio of high-net-worth clients, delivering tailored wealth advisory solutions and coordinating with investment specialists to meet financial goals.

The role emphasizes building trusted client relationships, deep product knowledge across markets, and adherence to regulatory standards within a dynamic banking environment.