Analyst, Treasures Relationship Manager, Pondok Indah, Consumer Banking Group
Core
Manage and grow a portfolio of high-net-worth individual clients within the Pondok Indah branch by providing comprehensive financial advisory and wealth management solutions.
Role type
Relationship Manager (Consumer Banking)
Builds
Banking products (deposits, investments, insurance, mortgages, credit cards, personal loans)
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, wealth management, sales, portfolio management, regulatory compliance, interpersonal skills, analytical skills
Preferred skills
Relevant financial certifications and licenses (investment or insurance sales licenses)
Responsibilities
Manage and grow a portfolio of high-net-worth individual clients; Provide comprehensive financial advisory and wealth management solutions; Achieve sales and revenue targets through client acquisition and cross-selling; Conduct regular portfolio reviews with clients; Ensure full compliance with regulatory guidelines and internal policies; Collaborate with internal product specialists and support teams
Seniority
Individual Contributor