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RPO Relationship Manager Priority (Banking)

Monroe Consulting GroupIndonesia

9 hari yang lalu

Uraian Tugas

Executive recruitment company Monroe Consulting Group Indonesia is recruiting for Relationship Manager on behalf of one of the notable big banks in Indonesia.

Are you an experienced relationship manager with a knack for building client loyalty and managing high-net-worth portfolios? If you have WPPE and AAJI certification, we'd love to connect!

This role offers a prime opportunity to advance your career in the dynamic world of banking, providing tailored financial solutions to high-value clients and building long-term wealth management strategies which will focus on Funding and Wealth Management segment.

Key Responsibilities :

Client Acquisition & Relationship Management : Actively acquire new clients and nurture existing relationships, consistently meeting and exceeding ambitious targets.
Wealth Solutions Expertise : Provide specialized financial products, including investments and loans, tailored to individual client profiles, supported by an experienced Product Team.
Portfolio Optimization : Develop strategies that maximize client portfolio growth, building trust and fostering loyalty.
Client Tier Advancement : Identify and upgrade promising clients to Priority Client status, giving them access to exclusive banking solutions and services.

Qualifications :

Education : Bachelor's degree in any field, preferably from a reputable university.

Experience : At least 3 years in a Relationship Manager role within banking or wealth management.

Certifications : Must have WPPE (Wakil Perantara Pedagang Efek) and AAJI (Asosiasi Asuransi Jiwa Indonesia) certifications.

Skills : Exceptional interpersonal, communication, and sales skills; strong knowledge of banking and wealth management products.

Buat peringatan pekerjaan untuk pencarian ini

Relationship Manager • Indonesia