Senior Wealth Relationship Manager

DBS Bank Ltd; Kota Semarang; On-site; IDR 167,400,000 - 390,600,000; Full time

Job summary

DBS Bank Ltd, Semarang Branch, seeks a Relationship Manager to guide affluent clients through wealth strategies, investments, and insurance solutions.

You will build trusted relationships, acquire new clients, and conduct regular portfolio reviews to align with market conditions while ensuring compliance. This is a full-time on-site role in Semarang with competitive salary and benefits.

Qualifications

• Bachelor's degree in Business, Finance, or a related field is required.
• Relevant professional certifications in financial advisory and wealth management.
• Demonstrated experience in financial sales, relationship management, or wealth advisory.
• Sound knowledge of financial markets, wealth management products, and investment instruments.

Responsibilities

• Manage and nurture relationships with affluent clients, providing tailored wealth management and financial planning solutions.
• Achieve business targets by actively acquiring new-to-bank clients and expanding the existing portfolio.
• Conduct regular portfolio reviews to ensure clients' financial objectives are aligned with market conditions.
• Collaborate with product specialists to deliver comprehensive investment, insurance, and treasury solutions.
• Maintain high standards of compliance, control, and operational integrity in accordance with regulatory guidelines.

Skills

Relationship management

Financial sales

Communication

Analytical thinking

Education

Bachelor's degree in Business/Finance

Financial advisory certifications

Job description

DBS Bank Ltd, Semarang Branch, seeks a Relationship Manager to guide affluent clients through wealth strategies, investments, and insurance solutions.

You will build trusted relationships, acquire new clients, and conduct regular portfolio reviews to align with market conditions while ensuring compliance. This is a full-time on-site role in Semarang with competitive salary and benefits.