Senior Wealth Relationship Manager

China, Beijing Branch; Kota Semarang; On-site; IDR 300,000,000 - 420,000,000; Full time

Job summary

DBS Bank Semarang Branch is seeking a Relationship Management professional to serve affluent clients with tailored wealth management and financial planning solutions. You will build and nurture client relationships, and help clients realise their financial goals.

You will collaborate with product specialists to deliver investment, insurance, and treasury solutions, conduct regular portfolio reviews, and ensure compliance with regulatory guidelines.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• 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.
• Strong interpersonal and relationship-building skills with a customer-first attitude.
• Excellent analytical, problem-solving, and communication capabilities.

Responsibilities

• Manage and nurture relationships with affluent clients and provide 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 regulatory guidelines.

Skills

Relationship management

Wealth management

Financial planning

Client acquisition

Portfolio reviews

Regulatory compliance

Education

Bachelor's degree in Business, Finance, or a related field

Certifications in financial advisory

Certifications in wealth management

Job description

DBS Bank Semarang Branch is seeking a Relationship Management professional to serve affluent clients with tailored wealth management and financial planning solutions. You will build and nurture client relationships, and help clients realise their financial goals.

You will collaborate with product specialists to deliver investment, insurance, and treasury solutions, conduct regular portfolio reviews, and ensure compliance with regulatory guidelines.