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).