Relationship Manager Priority (AM - AVP Level)

About Our Client

One of Indonesia's leading private banks.

Job Description

• Build and maintain strong relationships with high-net-worth clients by understanding their financial needs and offering tailored banking solutions.
• Proactively manage a portfolio of priority clients, providing personalised advisory services across wealth management, investments, insurance, and deposits.
• Identify and cultivate new business opportunities to expand the priority banking client base through networking, referrals, and market insights.
• Collaborate with internal teams, such as product specialists, wealth advisors, and operations, to ensure smooth service delivery and cross-selling opportunities.
• Monitor and manage client's portfolios, ensuring compliance with internal policies and external regulations.
• Provide exceptional after-sales service, promptly resolving client inquiries and issues to maintain high customer satisfaction and retention.
• Stay updated on market trends and financial products to offer innovative solutions aligned with client's financial goals.

The Successful Applicant

• Proven experience in managing high-net-worth or priority clients within the banking or financial industry.
• Strong knowledge of wealth management products, including investments, insurance, and loans.
• Excellent relationship-building, communication, and interpersonal skills.
• Sales-driven mindset with the ability to meet and exceed targets.
• Good understanding of regulatory frameworks and compliance in financial services.
• High level of integrity, professionalism, and customer service orientation.

What's on Offer

Competitive salary and performance-based bonuses.
Opportunities for career growth and professional development.
A collaborative and dynamic work environment that fosters innovation.