Associate, Treasures Relationship Manager, Pontianak, Consumer Banking Group
Based in Indonesia
Core
Develop and maintain strong relationships with high-net-worth clients to provide tailored financial solutions and grow their portfolio.
Role type
Associate Relationship Manager
Builds
Comprehensive financial services including deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Consumer Banking
Deliverable
client delivery
Required skills
client relationship management, cross-selling, financial analysis, CRM systems usage, market trend analysis, regulatory compliance
Responsibilities
Understand client financial goals, identify cross-selling opportunities, collaborate with Wealth Management and Investment Advisory teams, address client queries, contribute to sales targets, stay updated on market trends and regulations