Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
Core
Manage and grow a portfolio of affluent clients by providing personalized financial planning and wealth management solutions.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Personalized financial planning and wealth management solutions for affluent clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, relationship management, financial advisory, knowledge of investments/insurance/treasury products, regulatory compliance
Preferred skills
analytical skills, customer-centric mindset, results-oriented approach
Technologies
N/A
Responsibilities
Analyze clients' financial needs and recommend suitable investment, insurance, and treasury products; Build and maintain strong, long-term relationships with clients; Collaborate with product specialists and internal support teams to deliver comprehensive financial solutions; Keep abreast of market trends and financial products to provide timely and accurate advice
Seniority
Associate, entry-level IC