Relationship Manager

Our banking client is looking for experienced Relationship Management professionals to manage and grow relationships with Affluent and High-Net-Worth (HNW) customers while driving revenue through comprehensive wealth management solutions.

Placement: WEST JAKARTA (Taman Palem, Kebon Jeruk, Puri Kencana, Central Park)

Responsibilities:

- Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers.

- Identify customer financial needs and provide suitable wealth management and investment solutions.

- Drive revenue growth by acquiring new customers and deepening relationships with existing customers.

- Promote a broad range of financial products, including mutual funds, bonds, funding products, investments, insurance, and foreign exchange (forex).

- Develop and maintain a strong customer portfolio to achieve individual sales and revenue targets.

- Provide personalized financial advice based on customers financial objectives and risk profiles.

- Build long-term relationships with customers and identify opportunities for portfolio expansion and cross-selling.

- Ensure compliance with applicable banking policies, procedures, and regulatory requirements.

Requirements:

- Minimum 3–5 years of experience in Relationship Management, Wealth Management, or a related banking role.

- Minimum Bachelor's Degree (S1)

- Proven experience handling HNW, Affluent, Premier, or Preferred Banking customers.

- Strong background in Wealth Management and investment products.

- Hands-on experience handling products such as mutual funds, bonds, funding products, investments, insurance, and foreign exchange (forex).

- Suitable backgrounds include Relationship Manager (RM), Personal Financial Advisor (PFA), Wealth Advisor, Personal Banker, or similar positions.

- Revenue-driven and target-oriented mindset, with a proven track record of achieving sales targets.

- Strong knowledge of investment products, particularly mutual funds, bonds, and other wealth management instruments.

- MUST HAVE relevant certifications such as WAPERD, AAJI, and WPPE are highly preferred.

- Strong communication, relationship-building, negotiation, and customer management skills.

- Willing to be placed within the Jakarta/Lampung area.

Must have prior experience handling the specific area they are applying for (e.g., candidates applying for Lampung should have existing experience handling customers or business in that area).