Senior Associate, Treasures Private Client Relationship Manager, Surabaya Sungkono, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients, providing tailored financial solutions and cross-selling opportunities.
Role type
Senior Associate, Private Client Relationship Manager
Builds
Comprehensive financial advice and support for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, financial analysis, investment planning, wealth management, sales target achievement, cross-functional collaboration
Responsibilities
Develop and maintain strong relationships with high-net-worth clients; Proactively identify and capitalize on cross-selling opportunities; Collaborate with internal teams to deliver comprehensive financial advice; Actively monitor client accounts, portfolios, and transactions; Contribute to the growth and development of the Treasures client segment