Associate, Treasures Relationship Manager, Surabaya Pemuda, Consumer Banking Group
Core
Manage and grow a portfolio of affluent clients by providing personalized wealth management and financial planning solutions.
Role type
Associate relationship manager (consumer banking)
Builds
Personalized wealth management and financial planning solutions for affluent clients
Domain
Consumer banking / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, relationship management, sales, wealth management products knowledge, regulatory compliance
Preferred skills
Professional certifications in financial advisory and wealth management
Responsibilities
Conduct comprehensive financial needs analyses, achieve individual sales and revenue targets, build and maintain long-term client relationships, adhere to internal policies and regulatory compliance standards, collaborate with product specialists and support teams
Seniority
Associate, entry-level IC