Lowongan Kerja Jakarta Raya Posisi Relationship Manager Priority – Jakarta di PT Michael Page Internasional Indonesia

Info Loker

Perusahaan	PT Michael Page Internasional Indonesia
Posisi	Relationship Manager Priority - Jakarta
Tempat	Jakarta Raya
Tingkatan Kerja	Pegawai (non-manajemen & non-supervisor)
Kualifikasi	D3 (Diploma), D4 (Diploma), Sarjana (S1), Sertifikat Professional
Jenis Pekerjaan	Full Time
Spesialisasi Dibutuhkan	Akuntansi / Keuangan, Perbankan / Jasa Finansial
Gaji Min	Rp. 1.800.000
Gaji Max	Rp. 5.500.000

The Relationship Manager for the Priority Segment is a key role within the financial services industry that focuses on providing personalized and exceptional services to high net worth clients. As a Relationship Manager, your primary responsibility will be to develop and maintain strong relationships with priority segment clients, ensuring their financial needs are met and exceeding their expectations.

Client Details

One of the leading regional bank in Indonesia

Description

• Build and maintain long-term relationships with high net worth individuals and families within the priority segment. Understand their financial goals, risk appetite, and investment preferences to offer tailored financial solutions.
• Analyze clients’ financial situations, assets, and investments. Propose suitable investment strategies to achieve their financial objectives, considering risk tolerance and market conditions.
• Regularly engage with clients to provide market updates, investment opportunities, and any changes that might affect their portfolios. Be responsive to clients’ inquiries and concerns.
• Actively seek new business opportunities within the priority segment. Identify potential clients and work towards expanding the client base through referrals and networking.
• Identify opportunities to introduce clients to additional products and services offered by the organization, such as wealth management, estate planning, and lending services.
• Collaborate with clients to create comprehensive financial plans, encompassing investment strategies, retirement planning, tax optimization, and legacy planning.
• Ensure compliance with all regulatory requirements and internal policies while executing transactions and managing client portfolios. Mitigate potential risks and uphold the reputation of the organization.
• Stay updated with market trends, economic developments, and changes in financial products and services. Utilize this knowledge to provide well-informed advice to clients.
• Monitor the performance of client portfolios and investment strategies. Conduct periodic reviews and present performance reports to clients.
• Work closely with other departments within the organization, such as wealth management, private banking, and investment advisory teams, to provide seamless and holistic services to clients.

Profile

• Bachelor’s degree in finance, economics, business, or a related field. Master’s degree or relevant certifications (e.g., CFP, CFA) is a plus.
• Proven experience as a Relationship Manager, preferably with a focus on the priority segment or high net worth individuals.
• In-depth knowledge of financial products, investment strategies, and wealth management solutions.
• Strong communication and interpersonal skills to establish rapport with clients and internal stakeholders.
• Analytical mindset with the ability to assess complex financial scenarios and propose suitable solutions.
• Ethical and detail-oriented, with a commitment to compliance and risk management.
• Sales-oriented mindset with the ability to identify and capitalize on business opportunities.
• A proactive and self-motivated approach to client management and business development.

Job Offer

Competitive salary package

Lamar kerja

Deskripsi Perusahaan

Info Perusahaan

• Industri: Manajemen/Konsulting HR
• Ukuran Perusahaan: 51 - 200 pekerja
• Lokasi: Jakarta Raya, Jawa Barat