Relationship Manager

Responsibilities

• Achieve a sales target requirement
• Building a High Net Worth individual portfolio and generating revenue from both transactional fees and management fees.
• Provide an after-sales service to the clients through market and portfolio updates
• Achieve the KPI of RM on a monthly basis.

Qualifications

• Has a background as a Relationship Manager in the Banking Industry for more than 5 years
• Manage Portfolio AUM ( Funds ) of HNWI or Client more than IDR 50 Billion.
• Have a high Expertise in Wealth Management Product, Financial Planner and known as HNWI Client background.