Wealth Relationship Manager for High-Net-Worth Clients

Dbs Bank

Indonesia

On-site

IDR 240,000,000 - 420,000,000

Full time

2 days ago

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Job summary

DBS Bank in Kemayoran Branch is seeking a Relationship Manager to deliver tailored financial solutions and exceptional service to high-net-worth clients. You will build trust, identify client needs, and collaborate with product specialists to provide comprehensive wealth management.

The role emphasizes portfolio monitoring and timely market insights. The candidate will manage client relationships, ensuring regulatory compliance and contributing to Treasures segment growth within a full-time,

Qualifications

Bachelor's degree in finance, economics, or a related field.
3-5 years of experience in a client-facing role within banking or wealth management.
Strong interpersonal and communication skills with high-net-worth clients.
Proficient in financial analysis, investment planning, and portfolio management.
Commitment to exceptional customer service and client satisfaction.

Responsibilities

Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service.
Identify client needs and provide tailored investment, wealth management, and banking products to help them achieve financial goals.
Collaborate with product specialists and investment advisors to deliver comprehensive wealth management solutions.
Monitor client portfolios and market trends, providing timely updates and recommendations.
Contribute to growth of the Treasures client segment by identifying new business opportunities and referrals.
Ensure compliance with regulations and internal policies.