Sr. Officer, Treasures Banking Relationship Manager, Semarang, Consumer Banking Group
Core
Manage and nurture relationships with affluent clients, providing tailored wealth management and financial planning solutions.
Role type
Senior Relationship Manager (Affluent/Wealth)
Builds
Investment, insurance, and treasury solutions for affluent clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial sales, relationship management, wealth advisory, financial markets knowledge, investment instruments knowledge, analytical capabilities, problem-solving
Preferred skills
Professional certifications in financial advisory and wealth management
Responsibilities
Manage and nurture relationships with affluent clients, Achieve business targets by acquiring new-to-bank clients and expanding the existing portfolio, Conduct regular portfolio reviews, Collaborate with product specialists to deliver comprehensive investment, insurance, and treasury solutions, Maintain high standards of compliance, control, and operational integrity
Seniority
Senior, hands-on IC