Wealth Relationship Manager – HNW Client Advisory

DBS Bank; Jakarta Utara; On-site; IDR 350,000,000 - 700,000,000; Full time

Job summary

DBS Bank Indonesia, Kelapa Gading Branch, invites a Relationship Manager to provide tailored financial advisory and wealth management services to high-net-worth clients. You will build lasting client relationships, understand their goals, and offer bespoke investment and planning solutions within a compliant framework.

Collaborating with investment specialists and product experts, you will identify growth opportunities, deliver comprehensive solutions, and contribute to the ongoing success of

Qualifications

• Minimum 3-5 years of experience in a similar role in banking or financial services

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
• Proactively identify and capitalize on growth opportunities within the client portfolio
• Ensure compliance with all relevant regulations and internal policies
• Contribute to the overall growth and success of the Consumer Banking Group

Skills

Client relationship building

Financial advisory

Investment knowledge

Wealth planning

Interpersonal skills

Job description

DBS Bank Indonesia, Kelapa Gading Branch, invites a Relationship Manager to provide tailored financial advisory and wealth management services to high-net-worth clients. You will build lasting client relationships, understand their goals, and offer bespoke investment and planning solutions within a compliant framework.

Collaborating with investment specialists and product experts, you will identify growth opportunities, deliver comprehensive solutions, and contribute to the ongoing success of