Senior Wealth Relationship Manager – HNW Advisory

China, Beijing Branch; Jakarta Utara; On-site; IDR 300,000,000 - 600,000,000; Full time

Benefits offered by this job

Competitive salary and benefits

Job summary

DBS, a leading bank with a Pantai Indah Kapuk Branch in Jakarta, seeks a Relationship Manager to provide personalized financial advisory services to high-net-worth clients. You will identify needs, propose tailored wealth management solutions, and maintain proactive client relationships.

Join a team that collaborates with investment specialists and product experts to deliver comprehensive financial solutions, contributing to the Treasures RM team’s growth and best-practice sharing.

Qualifications

• Experience in a banking/financial services role.
• Strong analytical and problem-solving abilities with financial data.
• Excellent communication and interpersonal skills for high-net-worth client interactions.
• Deep understanding of financial products, investment strategies and wealth management.
• Ability to work independently as well as in a team with a customer-centric mindset.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning.
• Identify client needs and recommend appropriate financial solutions to help achieve goals.
• Maintain relationships with clients through regular portfolio updates.
• Collaborate with cross-functional teams to deliver comprehensive financial solutions.
• Contribute to growth of the Treasures RM team by sharing best practices and participating in initiatives.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Wealth management knowledge

Teamwork and independence

Job description

DBS, a leading bank with a Pantai Indah Kapuk Branch in Jakarta, seeks a Relationship Manager to provide personalized financial advisory services to high-net-worth clients. You will identify needs, propose tailored wealth management solutions, and maintain proactive client relationships.

Join a team that collaborates with investment specialists and product experts to deliver comprehensive financial solutions, contributing to the Treasures RM team’s growth and best-practice sharing.