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Relationship Manager Wealth Management Business
Relationship Manager Wealth Management BusinessPt. Bank Smbc Indonesia Tbk • Jawa Barat, Indonesia
Relationship Manager Wealth Management Business

Relationship Manager Wealth Management Business

Pt. Bank Smbc Indonesia Tbk • Jawa Barat, Indonesia
18 hours ago
Job description

Relationship Manager

Kalideres, Jakarta

PT Bank Danamon Indonesia, Tbk

Salary : IDR60,000,000 - IDR120,000,000

Posted today

Job Description

Relationship Manager

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Company : PT Bank Danamon Indonesia Tbk

Job Purposes

Main Accountabilities

Measurement Criteria :

  • Produk Cross sell.
  • NOA

Job Specification (Education, Certification)

Educational Background : minimal S1.

Job Description

About Us :

PT Henan Putihrai Asset Management is a professional and experienced financial services company, established in 2006 as a spin‑off from PT Henan Putihrai Sekuritas. We are a licensed Investment Manager committed to serving our clients' best interests.

About The Role :

Are you a dynamic professional looking for new opportunities in the financial services industry? Join our team as a Relationship Manager, where you'll play a pivotal role in maintaining strong client relationships, identifying new business opportunities, and contributing to our continued success.

Responsibilities :

  • Cultivate and maintain strong relationships with clients or investors by providing exceptional service, understanding their financial objectives and guiding them toward suitable solutions.
  • Provide personalized financial advice and investment recommendations aligned with clients' goals and risk profiles.
  • Proactively seek opportunities to expand the retail client base and increase assets under management (AUM).
  • Manage sales efforts, including crafting and delivering presentations, negotiating contracts, and tracking sales activity.

    • Qualifications :

  • Bachelor's Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
  • Minimum 5 years of hands‑on experience in sales / marketing within the investment industry.
  • Proven track record of successfully growing AUM and expanding client portfolios.
  • Existing network of high‑net‑worth clients is a plus.
  • Preferably holds an active WAPERD (Mutual Fund Selling Agent Representative) or WPPE (Broker Dealer) & WMI (optional)

    • About The Team :

    Our retail marketing team serves the company from 7 different locations, with employees from a variety of backgrounds. Our major goal is to deliver the greatest investment solution tailored to our customers' various financial goals and risk tolerances while expanding the company's client base and assets under management.

    We are one of the local investment manager companies, but our mutual funds products have received several awards and are widely recognized. So, if you are a person who likes to build new connections and networking, easygoing, goal‑oriented, critical thinker, presentable, a high achiever, and enjoy challenges, you're bound to fit right in.

    Job Description

    Acquiring, maintaining, growing, and deepening relationship with existing and prospective priority customers.

    Identifying the financial or investment needs and objectives of such customer or prospective customers.

    Introducing alternative suitable banking products to meet the needs and objectives.

    Providing customers with professional advice.

    Providing premium customer service.

    Become a Financial Advisor for Priority customers.

    Achieve business targets according to the KPIs set.

    Submit reports on the development of customer funds.

    Responsible for priority center managers or authorized bank officials in accordance with existing regulations and policies.

    Qualification :

  • Min. 2 years experience as Relationship Manager, preferably those who have handled priority customers.
  • Good knowledge of banking funding / wealth management products and services.
  • Well developed interpersonal, relationship and communication skills.
  • Good at selling / influencing.
  • Certified on BSMR, AASI, WAPERD and WM1.

    • Job Description

    Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day‑to‑day finances and manage, protect and grow their wealth.

    Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff.

    We are currently seeking an experienced professional to join this team in the role of Officer Relationship Manager Hybrid.

    Responsibilities

    In this role, you will be responsible to acquire new customers in HSBC Premier Segment and provide Wealth Management products to customers. As a Premier Acquisition, an intensive training development will be available to support the performance. During the start of service, a Premier Acquisition will represent HSBC and will be paired with a mentor in developing network and relationship with prospective customers and colleagues in the bank.

    To be successful in this role, you should meet the following requirements :

  • Hold minimum of Bachelor's Degree.
  • Have minimum 1 years experience in sales funding banking industry and acquire new customer.
  • High motivation and strong sales driven.
  • Has passion to build career in sales area and good networking is a must.
  • High motivation and strong commercial drive.
  • Able to work in a team.
  • This position will be placement at Bandung, Denpasar, Jakarta, Makassar, Malang, Medan, Pekanbaru, Semarang, Surabaya.

    • You'll achieve more at HSBC

    HSBC is committed to building a culture where all employees are valued, respected and every opinion counts. We take pride in providing a workplace that fosters professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender, ethnicity, disability, religion, age, or any other trait protected by applicable law. If you need any support or have any access requirements, we encourage you to inform us through email at the time of your application, so that we can support you through your recruitment journey.

    Job Description

    No responsibilities or qualifications provided for this posting.

    What Locations Can I Find These Jobs In?

    Various locations across Indonesia including Jakarta, Bandung, Denpasar, Makassar, Malang, Medan, Pekanbaru, Semarang, Surabaya.

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    Relationship Manager • Jawa Barat, Indonesia