Wealth & Relationship Manager, Bali Branch

DBS Bank; Provinsi Bali; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

DBS Bank Bali Branch seeks an experienced Relationship Management professional to manage affluent client portfolios and deliver tailored wealth management solutions.

You will perform in-depth financial analysis, advise on investments and insurance, and proactively grow client relationships through networking and referrals, while ensuring regulatory compliance and high service standards.

Qualifications

• Bachelor’s degree or equivalent professional qualification.
• Demonstrated experience in wealth management, financial advisory, or relationship management within consumer banking.
• Possess relevant regulatory certifications required for financial advisory.
• Strong understanding of financial markets, investment instruments, and wealth management products.

Responsibilities

• Manage and grow a portfolio of affluent clients by providing customized wealth management and financial planning solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend suitable investment, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through proactive networking and referrals.
• Adhere to regulatory standards, compliance guidelines, and internal risk management policies.
• Deliver exceptional customer service to maintain high levels of client satisfaction and loyalty.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.

Skills

Wealth management

Financial advisory

Relationship management

Financial analysis

Education

Bachelor’s degree or equivalent

Regulatory certifications for financial advisory

Job description

DBS Bank Bali Branch seeks an experienced Relationship Management professional to manage affluent client portfolios and deliver tailored wealth management solutions.

You will perform in-depth financial analysis, advise on investments and insurance, and proactively grow client relationships through networking and referrals, while ensuring regulatory compliance and high service standards.