Senior Wealth Relationship Manager

China, Beijing Branch; Pontianak; On-site; IDR 200,000,000 - 320,000,000; Full time

Job summary

DBS Consumer Banking Group in Pontianak seeks a Relationship Manager to serve high-net-worth clients with tailored financial solutions, building trust and long-term partnerships.

You will collaborate with Wealth Management and Investment Advisory teams to deliver comprehensive services, identify cross-sell opportunities, and maintain exceptional client service while contributing to branch growth and staying updated on market trends.

Qualifications

• Experience in a client-facing role, preferably in the banking or financial services industry.
• Strong interpersonal and communication skills.
• Analytical mindset and problem-solving skills to understand client needs and provide suitable solutions.
• Proficient in using CRM tools and financial analysis software.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions.
• Collaborate with internal teams, such as Wealth Management and Investment Advisory, to deliver comprehensive financial services.
• Proactively identify and capitalize on cross-selling opportunities to grow the client's portfolio.
• Ensure exceptional client service and address any queries or concerns in a timely and professional manner.
• Contribute to the achievement of the team's sales targets and business objectives.
• Stay updated on market trends, regulatory changes, and industry best practices to provide informed advice to clients.

Skills

Client-facing experience

Strong communication skills

Analytical thinking

CRM experience

Independent and team oriented

Tools

CRM software

Job description

DBS Consumer Banking Group in Pontianak seeks a Relationship Manager to serve high-net-worth clients with tailored financial solutions, building trust and long-term partnerships.

You will collaborate with Wealth Management and Investment Advisory teams to deliver comprehensive services, identify cross-sell opportunities, and maintain exceptional client service while contributing to branch growth and staying updated on market trends.