Affluent Wealth Relationship Manager – Bali

DBS Bank; Puglia; In loco; EUR 4500 - 8000; Tempo pieno

Descrizione del lavoro

DBS Bank in Bali is seeking a Relationship Manager to grow and manage a portfolio of affluent clients, delivering tailored wealth management and financial planning solutions.

The role requires strong interpersonal and analytical skills, experience in wealth management, and regulatory certifications; you will collaborate with product specialists to provide holistic financial solutions and maintain high client satisfaction.

Competenze

• Bachelor's degree or equivalent professional qualification.
• Experience in wealth management, financial advisory, or relationship management.
• Regulatory certifications required for financial advisory.
• Strong understanding of financial markets and investment instruments.
• Excellent interpersonal and communication skills to build trust with clients.
• Strong analytical, problem-solving and relationship-building capabilities.

Mansioni

• Manage and grow a portfolio of affluent clients by providing customized wealth management and financial planning solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend suitable investment, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through proactive networking and referrals.
• Adhere to regulatory standards, compliance guidelines, and internal risk management policies.
• Deliver exceptional customer service to maintain high levels of client satisfaction and loyalty.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.

Conoscenze

Interpersonal skills

Communication skills

Analytical skills

Problem-solving

Relationship-building

Formazione

Bachelor's degree or equivalent

Regulatory certifications

Descrizione del lavoro

DBS Bank in Bali is seeking a Relationship Manager to grow and manage a portfolio of affluent clients, delivering tailored wealth management and financial planning solutions.

The role requires strong interpersonal and analytical skills, experience in wealth management, and regulatory certifications; you will collaborate with product specialists to provide holistic financial solutions and maintain high client satisfaction.