Wealth & Relationship Manager for High-Net-Worth Clients

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 350,000,000 - 650,000,000; Full time

Job summary

DBS Bank (Indonesia) is expanding its Relationship Management team at the Pluit Branch. The role focuses on growing a portfolio of high-net-worth clients by delivering tailored financial planning and wealth management solutions.

You will work to achieve targets through new client acquisition and deepening existing relationships, with regular portfolio reviews and collaboration with product specialists to offer investment, insurance, and banking solutions under strict regulatory standards.

Qualifications

• Bachelor’s degree in Business, Finance or a related discipline.
• Prior experience in relationship management, wealth management, or financial advisory services.
• Strong understanding of financial markets, investment products, and insurance solutions.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients by providing tailored financial planning and wealth management solutions.
• Achieve business targets through active acquisition of new clients and deepening relationships with existing clients.
• Conduct regular portfolio reviews to ensure alignment with clients' financial goals and risk profiles.
• Collaborate with product specialists to deliver comprehensive investment, insurance, and banking solutions.
• Adhere to all regulatory, compliance, and internal control standards to mitigate risk.

Skills

Relationship management

Wealth management

Financial advisory

Interpersonal skills

Presentation skills

Analytical thinking

Education

Bachelor's degree in Business/Finance

Job description

DBS Bank (Indonesia) is expanding its Relationship Management team at the Pluit Branch. The role focuses on growing a portfolio of high-net-worth clients by delivering tailored financial planning and wealth management solutions.

You will work to achieve targets through new client acquisition and deepening existing relationships, with regular portfolio reviews and collaboration with product specialists to offer investment, insurance, and banking solutions under strict regulatory standards.