Wealth Relationship Manager – HNWI Portfolio Lead

DBS Bank Ltd; Jakarta Pusat; Presencial; IDR 180.000.000 - 300.000.000; Jornada completa

Descripción de la vacante

DBS Bank Ltd. at the Pondok Indah branch seeks an experienced Relationship Manager to grow a portfolio of high-net-worth clients by delivering tailored wealth management solutions and comprehensive financial advisory.

You will drive revenue through new client acquisition and cross-selling, while maintaining regulatory compliance and collaborating with internal specialists to provide superior client service.

Formación

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
• Prior experience in relationship management, financial advisory, or sales within consumer banking.
• Strong understanding of wealth management products, investment instruments, and financial markets.

Responsabilidades

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

Conocimientos

Relationship management

Sales

Financial advisory

Wealth management

Educación

Bachelor's degree in Finance/Business/Economics

Descripción del empleo

DBS Bank Ltd. at the Pondok Indah branch seeks an experienced Relationship Manager to grow a portfolio of high-net-worth clients by delivering tailored wealth management solutions and comprehensive financial advisory.

You will drive revenue through new client acquisition and cross-selling, while maintaining regulatory compliance and collaborating with internal specialists to provide superior client service.