Wealth Relationship Manager for High-Net-Worth Banking

DBS Bank Ltd; Jakarta Pusat; Sur place; IDR 300 000 000 - 600 000 000; Plein temps

Résumé du poste

DBS Bank Ltd. invites applications for a Relationship Manager position in the Kelapa Gading branch within the Consumer Banking Group.

The role focuses on managing high-net-worth clients, providing tailored wealth advisory, and expanding the client base through proactive prospecting and referrals. The candidate will collaborate with product specialists to offer investment, insurance, and treasury solutions while ensuring regulatory compliance.

Qualifications

• Experience in relationship management within financial services or wealth management.
• Understanding of wealth products including funds, bancassurance and structured products.
• Strong interpersonal and analytical skills with a results-oriented mindset.

Responsabilités

• Manage and grow a portfolio of high-net-worth clients in Kelapa Gading.
• Provide personalized financial advisory and wealth management solutions based on client goals and risk profiles.
• Acquire new-to-bank clients through prospecting and referrals.
• Collaborate with product specialists to deliver investment, insurance, and treasury solutions.
• Ensure adherence to regulatory requirements and internal policies.
• Deliver excellent client service to maintain satisfaction and retention.

Connaissances

Relationship management

Wealth management

Prospecting

Client advisory

Formation

Bachelor's degree in Business, Finance, Economics

Description du poste

DBS Bank Ltd. invites applications for a Relationship Manager position in the Kelapa Gading branch within the Consumer Banking Group.

The role focuses on managing high-net-worth clients, providing tailored wealth advisory, and expanding the client base through proactive prospecting and referrals. The candidate will collaborate with product specialists to offer investment, insurance, and treasury solutions while ensuring regulatory compliance.