Priority Relationship Manager (Retail Banking)

Michael Page; Daerah Khusus Ibukota Jakarta; On-site; USD 30,000 - 70,000; Full time

Job summary

Join a renowned player in the Financial Services industry as a Priority Relationship Manager. In this role, you will manage a portfolio of priority banking clients, delivering tailored wealth management solutions. The company prides itself on a collaborative work environment and offers opportunities for professional growth. With a focus on building long-term client relationships and achieving sales targets, this position is perfect for those with a strong sales orientation and excellent communication skills. Make a difference in the financial landscape and take the next step in your career with us.

Benefits

Competitive benefits package

Supportive work environment

Opportunities for professional growth

Exposure to diverse client base

Qualifications

• Active WPPE license is required.
• Solid understanding of wealth management principles.

Responsibilities

• Manage and grow a portfolio of priority banking clients.
• Deliver customized wealth management solutions to clients.
• Identify client needs and recommend suitable financial products.

Skills

Client Relationship Management

Wealth Management

Sales Skills

Communication Skills

Financial Needs Assessment

Job description

• Experience in handling Priority customer
• Have active WPPE license

About Our Client

This business is a renowned player in the Financial Services industry, boasting a workforce of over 1000 professionals. The company is known for its commitment to excellence and high-quality services.

Job Description

As a Priority Relationship Manager, your main responsibilities will include:

• Manage and grow a portfolio of priority banking clients by delivering customized wealth management solutions.
• Build long-term relationships with clients through proactive engagement, regular financial reviews, and responsive service.
• Identify client needs and recommend suitable financial products, including investment, insurance products
• Ensure high standards of compliance, ethical conduct, and adherence to regulatory requirements (e.g., WPPE license).
• Achieve individual sales and revenue targets in line with branch and organizational goals.

The Successful Applicant

A successful Priority Relationship Manager should have:

• An active WPPE license
• A solid understanding of Wealth Management
• Excellent client relationship management skills.
• A knack for identifying and addressing clients' financial needs.
• Strong communication and collaboration skills.
• A results-oriented approach with a strong focus on sales and revenue growth.

What's on Offer

• A competitive benefits package.
• A supportive and collaborative work environment.
• Opportunities for professional growth and development.
• Exposure to a diverse client base.

Take the next step in your career as a Priority Relationship Manager with us. Apply today to join our team and make a difference in the Financial Services industry