Senior Wealth Relationship Manager

China, Beijing Branch

Kota Semarang

On-site

IDR 180,000,000 - 280,000,000

Full time

4 days ago
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Job summary

DBS Bank Solo Branch seeks a Relationship Manager to oversee a portfolio of high-net-worth clients, delivering personalized wealth management solutions.

You will identify client needs, maintain strong relationships, and collaborate with cross-functional teams to meet sales targets while complying with regulatory requirements. The role offers a competitive salary and benefits in a dynamic environment.

Qualifications

  • Experience in a similar banking or financial services role.
  • Strong interpersonal and communication skills for high-net-worth clients.
  • Excellent problem-solving and analytical abilities.
  • Proficiency with CRM systems and financial analysis tools.
  • Ability to work independently and as part of a team.

Responsibilities

  • Manage and grow a portfolio of high-net-worth clients with personalized advisory services.
  • Identify client needs and recommend wealth management products.
  • Maintain strong client relationships and deliver exceptional service.
  • Collaborate with cross-functional teams to deliver integrated solutions.
  • Achieve and exceed sales targets while complying with policies and regulations.

Skills

Interpersonal skills
Communication skills
Problem-solving
Analytical skills
CRM systems
Teamwork
Independent work

Tools

CRM systems
Financial analysis tools

Job description

DBS Bank Solo Branch seeks a Relationship Manager to oversee a portfolio of high-net-worth clients, delivering personalized wealth management solutions.

You will identify client needs, maintain strong relationships, and collaborate with cross-functional teams to meet sales targets while complying with regulatory requirements. The role offers a competitive salary and benefits in a dynamic environment.

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