Deskripsi pekerjaan
Bergabunglah bersama kami sebagai Relationship Manager untuk wilayah Jawa Barat dengan sistem kerja WFO, di mana Anda akan memainkan peran kunci dalam mengelola hubungan erat dengan nasabah segmen Affluent dan High Net Worth (HNW) serta memberikan solusi pengelolaan kekayaan (wealth management) yang komprehensif. Dalam peran ini, Anda bertanggung jawab untuk mengelola dan mengembangkan portofolio nasabah eksisting maupun mengakuisisi nasabah baru melalui pendekatan profesional. Tugas utama meliputi pencapaian target penjualan dan pendapatan (AUM), mempromosikan serta melakukan cross-selling berbagai produk keuangan seperti reksa dana, obligasi, pendanaan, asuransi, investasi, dan valuta asing sesuai dengan profil risiko serta tujuan keuangan nasabah, serta memastikan kepatuhan penuh terhadap seluruh kebijakan dan prosedur 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; 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.
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
- 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
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 10.000.000 – Rp 15.000.000 per month