Wealth Relationship Analyst for High-Net-Worth Clients

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 180,000,000 - 280,000,000; Full time

Job summary

DBS Bank (Indonesia) Mega Kuningan Branch seeks a Relationship Management support professional to assist in growing a portfolio of high-net-worth clients. You will prepare reviews, analyses, and client materials while helping execute investment transactions and wealth products.

Requirements include a bachelor’s degree in finance/economics, proven wealth-management experience, and strong analytical and communication skills to thrive in a fast-paced, team-driven environment.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
• Proven experience within wealth management, consumer banking, or financial services.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent interpersonal and communication skills to build rapport with stakeholders.
• Proficiency in financial analysis tools and office productivity software.
• Ability to work collaboratively in a fast-paced, team-oriented environment.

Responsibilities

• Support Relationship Managers in managing and growing a portfolio of high-net-worth clients.
• Prepare comprehensive portfolio reviews, financial analyses, and client presentation materials.
• Assist in the seamless execution of investment transactions and wealth management products.
• Conduct market research and analyze financial data to identify investment opportunities.
• Ensure strict adherence to regulatory requirements, internal compliance standards, and operational risk guidelines.
• Liaise with internal product specialists and support teams to deliver holistic financial solutions.

Skills

Wealth management experience

Analytical skills

Interpersonal communication

Regulatory compliance awareness

Education

Bachelor's degree in Finance, Business Administration, Economics, or related discipline

Tools

Financial analysis tools

MS Office

Job description

DBS Bank (Indonesia) Mega Kuningan Branch seeks a Relationship Management support professional to assist in growing a portfolio of high-net-worth clients. You will prepare reviews, analyses, and client materials while helping execute investment transactions and wealth products.

Requirements include a bachelor’s degree in finance/economics, proven wealth-management experience, and strong analytical and communication skills to thrive in a fast-paced, team-driven environment.