Wealth Relationship Manager for Affluent Clients - Surabaya

China, Beijing Branch

Surabaya ꦱꦸꦫꦧꦪ

On-site

IDR 150,000,000 - 240,000,000

Full time

3 days ago

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Job summary

DBS Consumer Banking Group is seeking a Relationship Manager in Surabaya to manage affluent client portfolios and provide tailored wealth planning solutions. You will conduct needs analyses, recommend investments and treasury products, and strive to meet sales targets while maintaining exceptional client service.

Join a leading Asian bank offering a wealth of products and a supportive, compliant environment.

Qualifications

Bachelor's degree in Business, Finance, or related field.
Professional certifications in financial advisory or wealth management.
Proven track record in relationship management, financial advisory, or sales in financial services.
Strong knowledge of wealth management products including investments, insurance, and treasury solutions.

Responsibilities

Manage and grow a portfolio of affluent clients with personalized wealth planning solutions.
Perform financial needs analyses and recommend suitable investment, insurance, and treasury products.
Achieve individual sales and revenue targets while delivering high-quality service.
Build and maintain long-term client relationships to drive retention and loyalty.
Adhere to internal policies, risk guidelines, and regulatory standards.
Collaborate with product specialists to deliver a seamless banking experience.