Sr. Associate, Treasures Relationship Manager, Semarang, Consumer Banking Group
Core
Manage and grow a portfolio of high-net-worth individual clients in the Semarang region, providing holistic wealth management advisory services across investment, insurance, and treasury products.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Tailored financial solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, wealth management advisory, sales target achievement, asset rebalancing, regulatory compliance, financial product knowledge
Preferred skills
negotiation, presentation, relationship building
Technologies
N/A
Responsibilities
Manage and grow a portfolio of high-net-worth individual clients; Provide holistic wealth management advisory services; Achieve individual sales, revenue, and customer acquisition targets; Conduct regular portfolio reviews with clients; Collaborate with product specialists and support teams; Ensure adherence to regulatory requirements and compliance standards
Seniority
Senior, hands-on IC