Wealth Relationship Manager – HNW Banking & Advisory

DBS Bank (Indonesia); Jakarta Utara; On-site; IDR 180,000,000 - 260,000,000; Full time

Job summary

DBS Bank Indonesia is seeking a Relationship Manager to oversee a portfolio of high-net-worth clients in the Kelapa Gading area. The role focuses on personalized wealth management, advisory services, and new client acquisition while ensuring compliance and superior client service.

The ideal candidate will have a strong background in wealth management, excellent interpersonal skills, and the ability to collaborate with product specialists to deliver comprehensive financial solutions.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Proven experience in relationship management within financial services or wealth management.
• Strong understanding of wealth management products including mutual funds and bancassurance.
• Relevant financial certifications are advantageous.
• Excellent interpersonal and relationship-building skills.
• Strong analytical and problem-solving capabilities with a results-oriented mindset.

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’ goals and risk profiles.
• Acquire new-to-bank clients through active prospecting and referrals.
• Collaborate with product specialists to deliver 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

Interpersonal skills

Analytical thinking

Client service mindset

Education

Bachelor's degree in Business, Finance, Economics, or related field

Job description

DBS Bank Indonesia is seeking a Relationship Manager to oversee a portfolio of high-net-worth clients in the Kelapa Gading area. The role focuses on personalized wealth management, advisory services, and new client acquisition while ensuring compliance and superior client service.

The ideal candidate will have a strong background in wealth management, excellent interpersonal skills, and the ability to collaborate with product specialists to deliver comprehensive financial solutions.