Wealth & Relationship Manager - Consumer Banking

DBS Bank; Samarinda; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

DBS Bank in Samarinda seeks a Relationship Manager to manage a portfolio of affluent clients, delivering personalized financial planning and wealth management solutions. The role requires deep knowledge of investments, insurance, and treasury products, with a focus on trusted client relationships and compliance.

You will collaborate with product specialists to tailor comprehensive financial solutions and ensure client satisfaction through ongoing service, market insight, and regulatory adherence.

Qualifications

• Bachelor's degree in Finance, Business, or a related discipline.
• Proven track record in wealth management, relationship management, or financial advisory within the consumer banking sector.
• Strong knowledge of financial products, including investments, insurance, and treasury solutions.
• Relevant financial certifications and licenses as required by regulatory authorities.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Strong analytical skills with a customer-centric mindset and a results-oriented approach.

Responsibilities

• Manage and grow a portfolio of affluent clients by providing personalized financial planning and wealth management solutions.
• Analyze clients' financial needs and recommend suitable investment, insurance, and treasury products to help them achieve their financial goals.
• Build and maintain strong, long-term relationships with clients to ensure high levels of customer satisfaction and retention.
• Collaborate with product specialists and internal support teams to deliver comprehensive financial solutions.
• Adhere to all regulatory, compliance, and internal risk management standards and guidelines.
• Keep abreast of market trends and financial products to provide timely and accurate advice to clients.

Skills

Relationship management

Client communication

Analytical thinking

Customer-centric

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Job description

DBS Bank in Samarinda seeks a Relationship Manager to manage a portfolio of affluent clients, delivering personalized financial planning and wealth management solutions. The role requires deep knowledge of investments, insurance, and treasury products, with a focus on trusted client relationships and compliance.

You will collaborate with product specialists to tailor comprehensive financial solutions and ensure client satisfaction through ongoing service, market insight, and regulatory adherence.