Senior Associate Treasures Relationship Manager Semarang Consumer Banking Group

You will serve as the primary contact for high-net-worth clients, provide wealth-management advice across investment, insurance, and treasury products, review portfolios, achieve sales targets, coordinate financial solutions, and ensure compliance in advisory activities.

Responsibilities

• Manage and grow high-net-worth client portfolios
• Provide wealth-management advice across investment, insurance, and treasury products
• Achieve sales, revenue, and customer-acquisition targets
• Conduct portfolio reviews and rebalance assets
• Collaborate with product specialists, investment strategists, and support functions
• Ensure compliance with regulatory requirements and bank policies

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related discipline
• Success as a relationship manager in wealth management, priority banking, or premier banking
• Understanding of financial markets, investment instruments, insurance products, and wealth-management principles
• Relevant professional certifications for selling financial and wealth products
• Relationship-building, analytical, negotiation, and presentation skills