Wealth Relationship Manager for High-Net-Worth Clients

DBS Bank Ltd; Jakarta Utara; On-site; IDR 180,000,000 - 320,000,000; Full time

Job summary

DBS Bank Ltd is seeking a Relationship Manager at Pluit Branch in Jakarta to build and manage a portfolio of high-net-worth clients. You will tailor financial plans, coordinate investments, insurance, and banking solutions to meet client goals.

The role requires strong interpersonal skills, deep knowledge of markets, and professional wealth-management certifications. You will work in a regulated environment, ensuring compliance and risk controls while growing the business.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Experience in relationship management or wealth management.
• Strong knowledge of financial markets and investment products.
• Professional certifications in wealth management.
• Excellent interpersonal and presentation skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients with 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 aligned with clients' financial goals and risk profiles.
• Collaborate with product specialists to deliver investment, insurance, and banking solutions.
• Adhere to regulatory, compliance, and internal control standards to mitigate risk.

Skills

Interpersonal skills

Presentation skills

Relationship-building

Analytical thinking

Problem solving

Education

Bachelor's degree in Business/Finance

Job description

DBS Bank Ltd is seeking a Relationship Manager at Pluit Branch in Jakarta to build and manage a portfolio of high-net-worth clients. You will tailor financial plans, coordinate investments, insurance, and banking solutions to meet client goals.

The role requires strong interpersonal skills, deep knowledge of markets, and professional wealth-management certifications. You will work in a regulated environment, ensuring compliance and risk controls while growing the business.