Analyst, Treasures Banking Relationship Manager, Pekanbaru, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients in the Treasures segment, providing tailored financial solutions and driving cross-selling opportunities.
Role type
Senior IC banking relationship manager
Builds
Client portfolios of deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Consumer banking / Wealth management
Deliverable
client delivery
Required skills
relationship management, cross-selling, financial product knowledge, sales target achievement, market trend analysis, regulatory compliance
Preferred skills
experience in client-facing banking roles, proficiency in banking software, collaborative teamwork
Responsibilities
Understand client financial goals and provide tailored solutions, identify cross-selling opportunities, monitor client accounts and address concerns, contribute to segment growth via sales targets, stay updated on market trends and regulations
Seniority
Mid-level, hands-on IC