Wealth Relationship Manager for High-Net-Worth Clients

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 240,000,000 - 480,000,000; Full time

Job summary

DBS Bank (Indonesia) Kemayoran Branch is seeking an experienced Relationship Manager to service high-net-worth clients with tailored financial solutions and exceptional service. You will build trusted relationships, advise on investments, and coordinate with product specialists to deliver comprehensive wealth management.

This full-time role requires 3-5 years in banking or wealth management, strong communication, and a client-first mindset, with a focus on delivering compliant, high-quality

Qualifications

• Bachelor's degree or equivalent in finance, economics, or related field.
• 3-5 years of client-facing banking or wealth management experience.
• Strong interpersonal and communication skills to build trust with affluent clients.
• Proficiency in financial analysis, investment planning, and portfolio management.
• Commitment to exceptional customer service and client satisfaction.

Responsibilities

• Develop and maintain 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 their financial goals.
• Collaborate with cross-functional teams, including product specialists and investment advisors, to deliver comprehensive wealth management solutions.
• Actively monitor client portfolios and market trends, and provide timely updates and recommendations to clients.
• Contribute to the growth and development of the Treasures client segment by identifying new business opportunities and referrals.
• Ensure compliance with all relevant regulations and internal policies.

Skills

Client relationship management

Financial analysis

Communication

Team collaboration

Problem solving

Education

Bachelor's degree in finance/economics or related field

Job description

DBS Bank (Indonesia) Kemayoran Branch is seeking an experienced Relationship Manager to service high-net-worth clients with tailored financial solutions and exceptional service. You will build trusted relationships, advise on investments, and coordinate with product specialists to deliver comprehensive wealth management.

This full-time role requires 3-5 years in banking or wealth management, strong communication, and a client-first mindset, with a focus on delivering compliant, high-quality