Wealth Relationship Manager

DBS Bank; Jakarta Utara; On-site; IDR 267,840,000 - 468,720,000; Full time

Job summary

DBS Bank Indonesia, Pluit Branch, seeks a Relationship Manager to serve high-net-worth clients with tailored wealth management solutions. You will build and maintain strong client relationships, collaborate with investment specialists, and drive growth within the client portfolio.

The role emphasizes advisory excellence, regulatory compliance, and delivering comprehensive financial strategies to meet client goals.

Qualifications

• Minimum 3-5 years of experience in banking or financial services.
• Strong interpersonal and communication skills with clients.
• Analytical mindset with ability to interpret financial data.
• Thorough knowledge of investment products and wealth management.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management.
• Develop and maintain strong client relationships to understand financial goals and tailor solutions.
• Collaborate with cross-functional teams, such as investment specialists and product experts.
• Proactively identify and capitalize on growth opportunities within the client portfolio.
• Ensure compliance with relevant regulations and internal policies.
• Contribute to overall growth of the Consumer Banking Group.

Skills

Interpersonal skills

Communication

Analytical thinking

Problem solving

Cross-functional collaboration

Client service

Job description

DBS Bank Indonesia, Pluit Branch, seeks a Relationship Manager to serve high-net-worth clients with tailored wealth management solutions. You will build and maintain strong client relationships, collaborate with investment specialists, and drive growth within the client portfolio.

The role emphasizes advisory excellence, regulatory compliance, and delivering comprehensive financial strategies to meet client goals.