Wealth Relationship Manager for HNW Clients

China, Beijing Branch

Pluit

Vor Ort

IDR 180.000.000 - 350.000.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Zusammenfassung

DBS Consumer Banking Group in Indonesia seeks a Relationship Manager to advise high-net-worth clients, design investment plans, and manage wealth strategies from the Pluit Branch. The role focuses on building trusted client relationships, understanding financial goals, and delivering tailored wealth solutions.

You will collaborate with investment specialists and product experts to provide comprehensive financial solutions while ensuring compliance with regulatory requirements and internal

Qualifikationen

3–5 years of experience in banking or financial services.
Strong interpersonal and client-facing skills.
Knowledge of investment products and wealth planning.
Ability to collaborate with cross-functional teams.
Commitment to exceptional client service.

Aufgaben

Provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management.
Develop and maintain relationships to understand financial goals and tailor solutions.
Collaborate with investment specialists and product experts to deliver comprehensive solutions.
Identify growth opportunities within client portfolios and drive business growth.
Ensure compliance with regulations and internal policies.
Contribute to the growth and success of the Consumer Banking Group.

Kenntnisse

Relationship management

Client advisory

Financial analysis

Wealth management

Jobbeschreibung