Senior Private Wealth Relationship Manager

DBS; Jakarta Pusat; On-site; IDR 360,000,000 - 540,000,000; Full time

Job summary

DBS is recruiting for a Relationship Manager in Jakarta to serve high-net-worth clients with tailored wealth management solutions. You will build trusted relationships, understand financial goals, and coordinate with cross-functional teams to deliver superior service across deposits, investments, and lending products.

The role emphasizes portfolio monitoring, timely investment recommendations, and active client engagement to grow the client base while adhering to regulatory standards.

Qualifications

• Minimum 3-5 years of experience in wealth management or private banking.
• Strong interpersonal and communication skills for high-net-worth clients.
• Solid analytical ability to interpret financial data and trends.
• Knowledge of wealth management products, services, and strategies.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Provide tailored wealth management solutions and proactive needs analysis.
• Collaborate with cross-functional teams to deliver seamless client experiences.
• Monitor client portfolios and offer timely investment recommendations.
• Participate in client events to expand the bank's client base.
• Ensure compliance with applicable regulations and policies.

Skills

Relationship building

Client communication

Financial analysis

Sales targets

Team collaboration

Regulatory compliance

Job description

DBS is recruiting for a Relationship Manager in Jakarta to serve high-net-worth clients with tailored wealth management solutions. You will build trusted relationships, understand financial goals, and coordinate with cross-functional teams to deliver superior service across deposits, investments, and lending products.

The role emphasizes portfolio monitoring, timely investment recommendations, and active client engagement to grow the client base while adhering to regulatory standards.