Wealth Relationship Manager for Affluent Clients (Bali)

DBS Bank; Provinsi Bali; On-site; IDR 300,000,000 - 520,000,000; Full time

Job summary

DBS Bank Bali Branch is seeking a Relationship Manager to serve affluent clients, delivering personalized wealth management and financial planning solutions tailored to their life goals.

You will analyze client needs, recommend investments, insurance, and treasury products, and expand relationships through proactive networking and referrals, while upholding regulatory standards.

This full-time role requires a bachelor’s degree and experience in wealth management or financial advisory.

Qualifications

• Experience in wealth management, financial advisory, or relationship management within consumer banking.
• Strong understanding of financial markets, investment instruments, and wealth management products.
• Excellent interpersonal and communication skills to build trust with clients.

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 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

Analytical skills

Interpersonal skills

Regulatory knowledge

Education

Bachelor's degree

Job description

DBS Bank Bali Branch is seeking a Relationship Manager to serve affluent clients, delivering personalized wealth management and financial planning solutions tailored to their life goals.

You will analyze client needs, recommend investments, insurance, and treasury products, and expand relationships through proactive networking and referrals, while upholding regulatory standards.

This full-time role requires a bachelor’s degree and experience in wealth management or financial advisory.