Wealth Management Support Specialist

DBS Bank

Kota Bandung

On-site

IDR 78,120,000 - 122,760,000

Full time

6 days ago
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Benefits offered by this job

Competitive salary and benefits

Job summary

DBS Bank in Bandung is seeking a capable administrator to support Relationship Managers handling affluent client portfolios. You will assist in wealth management transactions, client onboarding, and compliance reviews, ensuring smooth operations and accurate data handling.

Ideal candidates bring a finance/business/economics background, strong communication, and solid knowledge of banking systems. The role offers a full-time position at the Bandung Dago Branch with growth opportunities and a

Qualifications

  • Bachelor’s degree in Finance, Business Administration, Economics, or related.
  • Experience in financial services, wealth management, or retail banking support.
  • Relevant financial advisory and investment certificates are advantageous.
  • Understanding of wealth management products, markets, and compliance regulations.
  • Excellent interpersonal and communication skills with internal and external stakeholders.
  • Strong analytical and data accuracy abilities.
  • Proficiency in banking systems and standard office software.

Responsibilities

  • Provide administrative and sales support to Relationship Managers for affluent portfolios.
  • Assist in wealth management transactions including investments, insurance, and treasury services.
  • Support client onboarding, account maintenance, and KYC/AML reviews in compliance with regulatory standards.
  • Deliver high-quality customer service and resolve inquiries and issues promptly.
  • Collaborate with internal product specialists to ensure efficient service delivery and operational excellence.
  • Prepare portfolio reports, market updates, and presentation materials for client meetings.

Skills

Interpersonal skills
Analytical skills
Attention to detail
Data management
Communication skills
Banking systems
Independent working
Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

Banking systems
Office software

Job description

DBS Bank in Bandung is seeking a capable administrator to support Relationship Managers handling affluent client portfolios. You will assist in wealth management transactions, client onboarding, and compliance reviews, ensuring smooth operations and accurate data handling.

Ideal candidates bring a finance/business/economics background, strong communication, and solid knowledge of banking systems. The role offers a full-time position at the Bandung Dago Branch with growth opportunities and a

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