Wealth Relationship Manager, Treasures — HNW

DBS Bank Ltd; Jakarta Pusat; On-site; IDR 360,000,000 - 540,000,000; Full time

Job summary

DBS seeks an experienced Relationship Manager for the Kemayoran Branch to manage high-net-worth client portfolios in Indonesia. You will provide tailored wealth solutions, build trust with clients, and uphold the highest service standards.

Collaborate with product specialists and investment advisors to deliver comprehensive wealth management, monitor portfolios, review market trends, and identify opportunities for business growth within the Treasures segment while ensuring regulatory compliance

Qualifications

• Bachelor's degree or equivalent in finance, economics, or a related field.
• Minimum 3-5 years of experience in a client-facing role within the banking or wealth management industry.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients.
• Proficient in financial analysis, investment planning, and portfolio management.
• Excellent problem-solving and decision-making skills.
• Ability to work collaboratively in a team environment.
• Commitment to providing exceptional customer service and client satisfaction.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service
• Proactively identify client needs and provide tailored investment, wealth management, and banking products to help them achieve their financial goals
• Collaborate with cross-functional teams, including product specialists and investment advisors, to deliver comprehensive wealth management solutions
• Actively monitor client portfolios and market trends, and provide timely updates and recommendations to clients
• Contribute to the growth and development of the Treasures client segment by identifying new business opportunities and referrals
• Ensure compliance with all relevant regulations and internal policies

Skills

Relationship building

Communication

Financial analysis

Portfolio management

Client service

Team collaboration

Education

Bachelor's degree in Finance/Economics

Job description

DBS seeks an experienced Relationship Manager for the Kemayoran Branch to manage high-net-worth client portfolios in Indonesia. You will provide tailored wealth solutions, build trust with clients, and uphold the highest service standards.

Collaborate with product specialists and investment advisors to deliver comprehensive wealth management, monitor portfolios, review market trends, and identify opportunities for business growth within the Treasures segment while ensuring regulatory compliance