Wealth Relationship Manager - HNW Clients

DBS Bank (Indonesia); Jakarta Pusat; Presencial; IDR 167.400.000 - 279.000.000; Jornada completa

Descripción de la vacante

DBS Bank (Indonesia) in Jakarta recruits a Relationship Manager to oversee a portfolio of high-net-worth clients at the Pondok Indah branch. You will deliver tailored wealth advisory, align solutions with risk profiles, and drive cross-sell of banking products.

This role emphasizes regulatory compliance, client reviews, and collaboration with product specialists to maintain service excellence and growth.

Formación

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.

Responsabilidades

• Manage and grow a portfolio of high-net-worth individual clients within the Pondok Indah branch.
• Provide comprehensive financial advisory and wealth management solutions tailored to client needs and risk profiles.
• Achieve sales and revenue targets through the acquisition of new clients and the cross-selling of banking products.
• Conduct regular portfolio reviews with clients to ensure alignment with their financial goals.
• Ensure full compliance with regulatory guidelines, internal policies, and ethical standards of the bank.
• Collaborate with internal product specialists and support teams to deliver high-quality customer service.

Conocimientos

Relationship management

Financial advisory

Sales

Interpersonal skills

Analytical thinking

Educación

Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline

Descripción del empleo

DBS Bank (Indonesia) in Jakarta recruits a Relationship Manager to oversee a portfolio of high-net-worth clients at the Pondok Indah branch. You will deliver tailored wealth advisory, align solutions with risk profiles, and drive cross-sell of banking products.

This role emphasizes regulatory compliance, client reviews, and collaboration with product specialists to maintain service excellence and growth.