Relationship Officer

Company Description Mondsee Co. is part of Mondsee Group, a financial services organization focused on providing comprehensive solutions that support clients long-term financial well-being. The team offers a range of financial products designed to meet diverse client needs, going beyond short-term targets to build enduring partnerships. By emphasizing trust, transparency, and tailored advice, Mondsee Co. aims to help clients make informed financial decisions. The company's growth is driven by strong client relationships and a commitment to sustainable value creation for both clients and the Mondsee Group.

Role Description The Relationship Officer is a full-time, hybrid role based in North Jakarta, with flexibility for some work-from-home arrangements. This role involves managing and nurturing client relationships, understanding their financial needs, and recommending suitable products and services. The Relationship Officer will conduct regular client meetings, respond to inquiries, and provide ongoing support to ensure a positive customer experience. Daily responsibilities include coordinating with internal teams, following up on leads, preparing basic financial proposals, and tracking client portfolios and feedback. The role also requires meeting agreed performance targets while maintaining a strong focus on long-term client satisfaction and compliance with company policies.

Qualifications

• Candidates should possess skills in Business Relationship Management to build, maintain, and deepen client partnerships.
• Candidates should possess foundational Finance skills to understand financial products, interpret basic financial information, and discuss solutions with clients.
• Candidates should possess strong Communication and Customer Service skills to engage clients clearly, handle concerns professionally, and provide responsive support.
• Candidates should possess Sales skills to identify opportunities, present suitable offerings, and contribute to revenue growth in a consultative manner.
• Relevant bachelor's degree in Business, Finance, Economics, or a related field is preferred.
• Experience in financial services, banking, or insurance relationship roles is beneficial.
• Ability to work effectively in a hybrid environment, manage time well, and collaborate with cross-functional teams.
• High level of integrity, attention to detail, and commitment to client-centric service.