Wealth Relationship Manager for High-Net-Worth Clients

China, Beijing Branch; Jakarta Utara; On-site; IDR 250,000,000 - 450,000,000; Full time

Job summary

DBS is hiring a Relationship Management professional to serve high-net-worth clients in the Kelapa Gading area. You will tailor wealth solutions and build trusted client relationships through proactive advisory and product access.

You will work with product specialists to deliver investments, insurance, and treasury solutions while upholding regulatory and internal policies. The role is full-time at the Kelapa Gading Branch with a strong emphasis on service quality and client retention.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Proven experience in relationship management within the financial services or wealth management sector.
• Strong understanding of wealth management products, including mutual funds, bancassurance, and structured products.

Responsibilities

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

Skills

Relationship management

Client advisory

Analytical thinking

Education

Bachelor's degree in Business/Finance/Economics

Job description

DBS is hiring a Relationship Management professional to serve high-net-worth clients in the Kelapa Gading area. You will tailor wealth solutions and build trusted client relationships through proactive advisory and product access.

You will work with product specialists to deliver investments, insurance, and treasury solutions while upholding regulatory and internal policies. The role is full-time at the Kelapa Gading Branch with a strong emphasis on service quality and client retention.