Wealth Relationship Manager - Semarang (High-Net-Worth)

DBS Bank Ltd; Kota Semarang; On-site; IDR 350,000,000 - 550,000,000; Full time

Job summary

DBS Bank Ltd. Semarang branch seeks a Sr. Associate, Treasures Relationship Manager to manage a portfolio of high-net-worth clients, delivering tailored wealth advisory across investments, insurance, and treasury products.

You will achieve sales targets, conduct regular portfolio reviews, and work with product specialists to provide seamless financial solutions while strictly complying with regulations and policies.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related discipline.
• Proven track record in wealth management or premier banking.
• Strong understanding of financial markets and investment products.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients in the Semarang region as their primary contact.
• Provide holistic wealth management advisory across investments, insurance, and treasury products.
• Achieve individual sales, revenue, and client acquisition targets.
• Conduct regular portfolio reviews, rebalance assets, and align with risk tolerance.
• Collaborate with product specialists, investment strategists, and support teams.
• Ensure adherence to regulatory requirements, compliance standards, and internal policies.

Skills

Interpersonal skills

Relationship-building

Analytical skills

Negotiation skills

Presentation skills

Education

Bachelor's degree in Finance/Business Administration

Job description

DBS Bank Ltd. Semarang branch seeks a Sr. Associate, Treasures Relationship Manager to manage a portfolio of high-net-worth clients, delivering tailored wealth advisory across investments, insurance, and treasury products.

You will achieve sales targets, conduct regular portfolio reviews, and work with product specialists to provide seamless financial solutions while strictly complying with regulations and policies.