Wealth & Relationship Advisor for HNW Clients

DBS; Samarinda; On-site; IDR 180,000,000 - 300,000,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Career development opportunities

Job summary

DBS, a leading Asia-based bank, invites a skilled Relationship Manager to join the Samarinda Branch. You will provide comprehensive wealth management advisory services to high-net-worth individuals, develop tailored investment plans, and expand the bank's client base in the Treasures segment.

With strong knowledge of investments and a commitment to exemplary service, you will collaborate with investment specialists, ensure regulatory compliance, and build lasting client relationships in a

Qualifications

• Bachelor's degree or equivalent in finance, economics, or a related field.
• Strong interpersonal and communication skills, with the ability to build and maintain long‑term relationships with clients.
• Proven track record of successfully acquiring new clients and growing a portfolio.
• Thorough understanding of investment products, financial planning, and wealth management strategies.
• Ability to work independently and as part of a team.
• Proficient in the use of financial analysis tools and customer relationship management (CRM) systems.
• Commitment to providing exceptional client service and maintaining the highest ethical standards.

Responsibilities

• Provide comprehensive wealth management advisory services to high-net-worth individuals and families, including investment planning, retirement planning, and estate planning
• Proactively identify and address the financial needs and goals of clients, and develop customized solutions to help them achieve their objectives
• Maintain a deep understanding of the bank's product offerings and services, and recommend appropriate solutions to clients
• Actively prospect for new clients and expand the bank's customer base within the Treasures segment
• Collaborate with other teams within the bank, such as investment and product specialists, to provide holistic financial solutions to clients
• Ensure compliance with all relevant regulations and internal policies
• Maintain a high level of client satisfaction and loyalty through exceptional service delivery

Skills

Relationship management

Investment planning

CRM systems

Client acquisition

Interpersonal communication

Education

Bachelor's degree or equivalent in finance, economics, or related field

Tools

CRM software

Financial analysis tools

Job description

DBS, a leading Asia-based bank, invites a skilled Relationship Manager to join the Samarinda Branch. You will provide comprehensive wealth management advisory services to high-net-worth individuals, develop tailored investment plans, and expand the bank's client base in the Treasures segment.

With strong knowledge of investments and a commitment to exemplary service, you will collaborate with investment specialists, ensure regulatory compliance, and build lasting client relationships in a