Senior Wealth Relationship Manager

Dbs Bank

Indonesia

On-site

IDR 320,000,000 - 520,000,000

Full time

2 days ago
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Job summary

DBS Bank is seeking a Relationship Management professional in Indonesia to cultivate strong relationships with high-net-worth clients and deliver tailored wealth management solutions. You will collaborate with cross-functional teams to ensure superior client experiences and service excellence, while monitoring portfolios and advising on investments.

The role emphasizes compliance with regulations and a proactive approach to expanding the bank's client base, with an on-site presence at the Mega

Qualifications

  • Strong relationship-building skills with high-net-worth clients.
  • Excellent communication and presentation abilities across stakeholder levels.
  • Solid analytical mindset to interpret financial data and market trends.
  • Proven track record of meeting or exceeding sales/revenue targets.

Responsibilities

  • Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored solutions
  • Proactively identify and address client needs, offering a comprehensive range of wealth management products and services
  • Collaborate with cross-functional teams to deliver seamless client experiences and ensure the highest level of service
  • Actively monitor client portfolios and provide timely updates and recommendations to optimize their investments
  • Participate in client events and networking activities to expand the bank's client base and strengthen brand awareness
  • Comply with all relevant regulations, policies, and procedures to ensure the integrity of the bank's operations

Skills

Relationship building
Interpersonal skills
Communication
Problem solving
Team collaboration
Continuous learning

Job description

DBS Bank is seeking a Relationship Management professional in Indonesia to cultivate strong relationships with high-net-worth clients and deliver tailored wealth management solutions. You will collaborate with cross-functional teams to ensure superior client experiences and service excellence, while monitoring portfolios and advising on investments.

The role emphasizes compliance with regulations and a proactive approach to expanding the bank's client base, with an on-site presence at the Mega

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