Deskripsi pekerjaan
Posisi Relationship Manager bertugas untuk mengelola dan mengembangkan hubungan bisnis dengan nasabah kategori Affluent, Preferred, Premier, serta High Net Worth (HNW) secara WFO dengan penempatan di wilayah Manado, Bali, dan Nusa Tenggara. Tugas utama meliputi identifikasi kebutuhan finansial nasabah, penyediaan solusi wealth management dan investasi yang tepat, serta memperluas portofolio nasabah melalui akuisisi baru. Peran ini juga berfokus pada pencapaian target penjualan, pendapatan, dan Asset Under Management (AUM), mempromosikan dan melakukan cross-selling produk keuangan seperti reksa dana, obligasi, pendanaan atau deposito, asuransi, serta valuta asing. Selain itu, kandidat dituntut untuk menjaga hubungan baik demi meningkatkan keterlibatan nasabah serta memastikan seluruh operasional berjalan sesuai dengan kebijakan dan regulasi perbankan yang berlaku.
Tanggung jawab: About the role; Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers. Identify customer needs and provide suitable wealth management and investment solutions. Acquire new customers and expand the existing customer portfolio through r; Key responsibilities; Achieve individual sales, revenue, and AUM targets; Promote and cross-sell financial products, including mutual funds, bonds, deposits/funding, insurance, investments, and foreign exchange; Maintain strong relationships with existing customers to increase engagement, AUM, and product penetration; Provide investment solutions aligned with customers' financial goals and risk profiles; Ensure compliance with applicable banking policies, regulations, and procedures; About you.
Kualifikasi: Minimum 3–5 years of experience in Relationship Management, Wealth Management, Personal Banking, Personal Financial Advisory, or a similar role; Proven experience handling Affluent, Premier, Preferred, or HNW customers; Strong sales orientation with a proven track record of achieving sales, revenue, or AUM targets; Good knowledge and experience in wealth management and investment products, particularly mutual funds, bonds, funding products, insurance, and/or foreign exchange; Minimum Bachelor's Degree (S1) from a recognized university. D3 graduates with exceptionally strong relevant experience may also be considered; Relevant certifications such as WAPERD, AAJI, and/or WPPE are highly preferred; Strong communication, relationship-building, negotiation, and customer acquisition skills; Stable employment history with a minimum of 1–2 years in the same company preferred.
Tanggung jawab
- About the role
- Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers. Identify customer needs and provide suitable wealth management and investment solutions. Acquire new customers and expand the existing customer portfolio through r
- Key responsibilities
- Achieve individual sales, revenue, and AUM targets
- Promote and cross-sell financial products, including mutual funds, bonds, deposits/funding, insurance, investments, and foreign exchange
- Maintain strong relationships with existing customers to increase engagement, AUM, and product penetration
- Provide investment solutions aligned with customers' financial goals and risk profiles
- Ensure compliance with applicable banking policies, regulations, and procedures
- About you
Kualifikasi
- Minimum 3–5 years of experience in Relationship Management, Wealth Management, Personal Banking, Personal Financial Advisory, or a similar role
- Proven experience handling Affluent, Premier, Preferred, or HNW customers
- Strong sales orientation with a proven track record of achieving sales, revenue, or AUM targets
- Good knowledge and experience in wealth management and investment products, particularly mutual funds, bonds, funding products, insurance, and/or foreign exchange
- Minimum Bachelor's Degree (S1) from a recognized university. D3 graduates with exceptionally strong relevant experience may also be considered
- Relevant certifications such as WAPERD, AAJI, and/or WPPE are highly preferred
- Strong communication, relationship-building, negotiation, and customer acquisition skills
- Stable employment history with a minimum of 1–2 years in the same company preferred
Informasi lowongan
- Tipe pekerjaan
- Full-time
- Pendidikan
- D3
- Gaji
- Rp 11.000.000 – Rp 16.000.000 per month