Wealth Relationship Manager for Affluent Clients

DBS; Indonesia; On-site; IDR 280,000,000 - 420,000,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

DBS Bali is seeking a Relationship Manager to oversee a portfolio of affluent clients, delivering tailored wealth management and financial planning solutions. You will analyze client needs, recommend investments, insurance, and treasury products, and expand the client base through proactive networking.

Applicants should have experience in wealth management or financial advisory, with required regulatory certifications and strong communication skills to build trust and long-term relationships.

Qualifications

• Bachelor’s degree or equivalent professional qualification.
• Experience in wealth management, financial advisory, or relationship management in consumer banking.
• Regulatory certifications required for financial advisory.
• Strong understanding of financial markets, investment instruments and wealth management products.
• Excellent interpersonal and communication skills to build trust with clients.
• Strong analytical, problem-solving and relationship-building capabilities.

Responsibilities

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

Skills

Interpersonal skills

Communication

Relationship-building

Analytical thinking

Client rapport

Financial markets knowledge

Education

Bachelor’s degree or equivalent

Job description

DBS Bali is seeking a Relationship Manager to oversee a portfolio of affluent clients, delivering tailored wealth management and financial planning solutions. You will analyze client needs, recommend investments, insurance, and treasury products, and expand the client base through proactive networking.

Applicants should have experience in wealth management or financial advisory, with required regulatory certifications and strong communication skills to build trust and long-term relationships.