Sr Officer - Analyst, Treasures Banking Relationship Manager, Bandung Dago, Consumer Banking Group
Core
Provide personalized financial advisory services, investment planning, wealth management, and retirement planning to high-net-worth clients.
Role type
Senior Relationship Manager (Treasures Banking)
Builds
Comprehensive financial solutions for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, investment planning, wealth management, retirement planning, portfolio review, sales target achievement, financial analysis, relationship building
Preferred skills
Mentorship, cross-functional collaboration, industry trend analysis
Technologies
Portfolio management software, financial analysis tools
Responsibilities
Identify client needs and recommend financial solutions, maintain client relationships through portfolio reviews, collaborate with investment specialists, mentor junior team members
Seniority
Senior, client-facing IC