Relationship Manager (Priority) - Funding (Bank)

(Manager / Assistan Manager)
RGF HR Agent Indonesia
IDR 20,000,000 - 30,000,000
Graha Pratama, 21th Floor, Jl. M.T.Haryono Kav. 15, Jakarta 12810, Indonesia
Jakarta - Jakarta - Indonesia
Lamar Sekarang       Simpan Pekerjaan

DESKRIPSI PEKERJAAN

Develop and maintain strong relationships with high-net-worth clients. Understand clients' financial goals and provide tailored wealth management and insurance solutions. Conduct regular reviews with clients to assess their financial needs and adjust strategies as necessary. Promote and sell the bank's wealth management and insurance products. Identify opportunities for cross-selling and up-selling to maximize client value. Achieve individual and team sales targets. Provide expert advice on investment strategies, portfolio management, and insurance planning. Develop comprehensive financial plans that align with clients' objectives and risk tolerance. Ensure all activities comply with regulatory requirements and bank policies. Maintain accurate records of client interactions, transactions, and service requests. Prepare and present regular reports on client portfolios and performance. Address client inquiries and resolve issues promptly and professionally. Ensure a high level of client satisfaction through proactive communication and exceptional service. Stay updated on market trends, financial products, and industry developments. Contribute to the development and execution of marketing strategies to attract and retain clients.
REQUIREMENT

Bachelor's degree in Finance, Business Administration, Economics, or a related field. Have WPPE/AAJI certification. Minimum of 2 years of experience in wealth management, financial advisory, or insurance sales in Bank. Conversational English proficiency. Proven track record of managing high-net-worth client relationships and achieving sales targets. Strong understanding of financial markets, investment products, and insurance solutions. Excellent communication, interpersonal, and negotiation skills. Ability to analyze financial data and develop customized solutions. Client-focused with a strong commitment to providing exceptional service. High level of integrity and professionalism. Strong analytical and problem-solving abilities. Ability to work independently and as part of a team. [Only CV in English will be processed] We RGF HR Agent Indonesia is strictly following the personal data protection law in Indonesia. Please kindly use our recruitment service after understanding our Terms and Condition as well as Privacy Policy as follows : RGF Indonesia Terms of Use : https://www.rgf-hragent.asia/en/indonesia/termsofuse RGF Indonesia Privacy Policy : https://www.rgf-hragent.asia/en/indonesia/termsofuse#personal RGF Indonesia Internal hiring Global Privacy Policy : https://www.rgf-hragent.asia/en/indonesia/privacy-policy-of-internal-hiring RGF Indonesia Internal hiring Indonesia Privacy Policy : https://www.rgf-hragent.asia/en/indonesia/privacy-policy-of-internal-hiring-annex The working venue is in Medan. Our client is a Bank. Currently, they are looking for Relationship Manager (Priority).

DETAIL LOWONGAN
  • Umur -
  • Min GPA -
  • Min. Qualification S1/D4
  • Min Experience Manager / Assistan Manager

LOKASI KERJA

Address

Medan

GAMBARAN PERUSAHAAN

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https://www.rgf-hragent.asia/en/indonesia

20-50

Formal

Indonesian

Manajemen Sumber Daya Manusia

02183782866

monday - friday

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FOTO PERUSAHAAN

Lokasi Perusahaan Graha Pratama, 21th Floor, Jl. M.T.Haryono Kav. 15, Jakarta 12810, Indonesia