Associate, Treasures Relationship Manager, Pontianak, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients to provide tailored financial solutions and grow their portfolios.
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 system proficiency, market trend analysis
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 regulatory changes
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