HNW Wealth Relationship Manager – Jakarta

amIT Global Solutions Sdn Bhd; Indonesia; On-site; IDR 250,000,000 - 450,000,000; Full time

Job summary

amIT Global Solutions Sdn Bhd is seeking an experienced Relationship Manager to grow and manage relationships with Affluent, Premier, and HNW customers in Jakarta. Focus is on wealth management solutions and revenue growth through cross-selling.

Requires 3–5 years in wealth/relationship management, a Bachelor’s degree, and relevant certifications such as WAPERD, AAJI, or WPPE preferred. Willing to be placed in Jakarta/Lampung area and meet sales targets.

Qualifications

• Minimum 3–5 years of experience in Relationship Management or Wealth Management.
• Proven track record handling Affluent and HNW clients.
• Strong knowledge of wealth management products.
• Willingness to be placed in Jakarta/Lampung area.
• Relevant certifications such as WAPERD, AAJI, and WPPE are highly preferred.

Responsibilities

• Manage and grow relationships with Affluent, Premier, and HNW clients.
• Identify client needs and provide suitable wealth management solutions.
• Drive revenue growth by acquiring new clients and expanding existing relationships.
• Promote a broad range of products: mutual funds, bonds, insurance, and FX.
• Maintain a strong client portfolio to meet sales targets.
• Ensure compliance with banking policies and regulatory requirements.

Skills

Relationship Management

Wealth Management

Sales targets

Communication skills

Negotiation

Customer management

Education

Bachelor's Degree (S1)

Job description

amIT Global Solutions Sdn Bhd is seeking an experienced Relationship Manager to grow and manage relationships with Affluent, Premier, and HNW customers in Jakarta. Focus is on wealth management solutions and revenue growth through cross-selling.

Requires 3–5 years in wealth/relationship management, a Bachelor’s degree, and relevant certifications such as WAPERD, AAJI, or WPPE preferred. Willing to be placed in Jakarta/Lampung area and meet sales targets.