Wealth Relationship Manager – High-Net-Worth

PT Bank DBS Indonesia; Kota Medan ᯔᯩᯑᯉ᯲; Presencial; IDR 200.000.000 - 320.000.000; Jornada completa

Descripción de la vacante

PT Bank DBS Indonesia is seeking a Treasures Banking Relationship Manager for Medan. The role focuses on delivering wealth management advisory services to high-net-worth clients, developing tailored investment and retirement plans, and expanding the Treasures client base in Medan.

You will collaborate with investment and product specialists, maintain strong client relationships, and ensure compliance with regulatory standards while delivering exceptional service.

Formación

• Bachelor's degree in finance, economics, or related field.
• Strong interpersonal and communication skills.
• Proven track record of acquiring new clients and growing a portfolio.
• Thorough understanding of investment products, financial planning, and wealth management strategies.
• Ability to work independently and as part of a team.
• Proficient in the use of financial analysis tools and CRM systems.
• Commitment to providing exceptional client service and maintaining the highest ethical standards.
• We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Responsabilidades

• Provide comprehensive wealth management advisory services to high-net-worth individuals and families, including investment planning, retirement planning, and estate planning
• Proactively identify and address the financial needs and goals of clients, and develop customized solutions to help them achieve their objectives
• Maintain a deep understanding of the bank's product offerings and services, and recommend appropriate solutions to clients
• Actively prospect for new clients and expand the bank's customer base within the Treasures segment
• Collaborate with other teams within the bank, such as investment and product specialists, to provide holistic financial solutions to clients
• Ensure compliance with all relevant regulations and internal policies
• Maintain a high level of client satisfaction and loyalty through exceptional service delivery

Conocimientos

Relationship building

Communication skills

Financial analysis

CRM systems

Educación

Bachelor's degree in finance/economics/related field

Herramientas

CRM systems

Descripción del empleo

PT Bank DBS Indonesia is seeking a Treasures Banking Relationship Manager for Medan. The role focuses on delivering wealth management advisory services to high-net-worth clients, developing tailored investment and retirement plans, and expanding the Treasures client base in Medan.

You will collaborate with investment and product specialists, maintain strong client relationships, and ensure compliance with regulatory standards while delivering exceptional service.