Senior Private Wealth RM - HNWI Client Advisor

DBS Bank Ltd; Kota Medan ᯔᯩᯑᯉ᯲; Presencial; IDR 180.000.000 - 280.000.000; Jornada completa

Descripción de la vacante

DBS in Medan is seeking a Relationship Manager for our Wealth Management segment. You will manage a portfolio of high-net-worth clients, deliver personalized advisory solutions, and collaborate with investment specialists to tailor strategies.

Responsibilities include building strong client relationships, monitoring portfolios, achieving revenue targets, and mentoring junior colleagues while contributing to team initiatives.

Formación

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

Responsabilidades

• Manage a portfolio of high-net-worth clients within the Consumer Banking Group.
• Develop and maintain strong client relationships and advisory strategies.
• Collaborate with investment specialists and product experts to deliver solutions.
• Monitor portfolios and make timely adjustments to align with client needs.
• Mentor junior colleagues and contribute to team initiatives.

Conocimientos

Wealth management

Client relationships

Financial advisory

Analytical skills

Communication

Educación

Bachelor's degree in finance or related field

Herramientas

Portfolio management software

Descripción del empleo

DBS in Medan is seeking a Relationship Manager for our Wealth Management segment. You will manage a portfolio of high-net-worth clients, deliver personalized advisory solutions, and collaborate with investment specialists to tailor strategies.

Responsibilities include building strong client relationships, monitoring portfolios, achieving revenue targets, and mentoring junior colleagues while contributing to team initiatives.