Relationship Manager
Your Career Our Future
Responsible for building and maintaining strong, long-lasting relationships with a portfolio of high-value clients, ensuring their financial needs are met and contributing to the bank's growth.
Job Responsibilities:**
* Proactively identify and engage with existing and potential high-net-worth individuals and corporate clients to understand their financial objectives and provide tailored solutions.
* Develop and execute client relationship strategies to enhance client satisfaction, retention, and loyalty.
* Advise clients on a wide range of banking products and services, including deposits, loans, investments, and wealth management solutions.
* Monitor client portfolios and market trends to identify opportunities for cross-selling and up-selling relevant products.
* Prepare and present financial proposals and recommendations to clients, ensuring clarity and accuracy.
* Collaborate with internal departments (e.g., product development, credit, legal) to ensure seamless service delivery and resolve client issues efficiently.
* Maintain a thorough understanding of regulatory requirements and compliance standards.
* Achieve assigned sales and revenue targets while adhering to the bank's policies and procedures.
* Prepare regular reports on client activities, portfolio performance, and market insights.
Job Qualifications:**
* Bachelor's degree in Finance, Business Administration, Economics, or a related field. Master's degree preferred.
* Minimum of 3-5 years of experience in relationship management or a similar client-facing role within the banking or financial services industry, preferably with a focus on high-net-worth or corporate clients.
* Proven track record of achieving sales targets and building strong client relationships.
* Excellent understanding of banking products, financial markets, and investment instruments.
* Strong communication, negotiation, and interpersonal skills.
* Ability to build trust and rapport with diverse client segments.
* Highly organized with strong analytical and problem-solving abilities.
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
* Fluency in Bahasa Indonesia and English, both written and spoken.
* Possess relevant financial certifications (e.g., WAPERD, WPPE) is a plus.