Relationship Manager

CTBC Bank; Indonesia; Hybrid; IDR 320,000,000 - 520,000,000; Full time

Job summary

CTBC Bank Indonesia seeks a Relationship Manager to build and maintain relationships with high-value clients, ensuring their financial needs are met and contributing to bank growth.

You will proactively engage with high-net-worth individuals and corporate clients, develop tailored solutions, and advise on deposits, loans, investments, and wealth management products. Collaboration with product, credit, and legal teams ensures seamless service and regulatory compliance.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field
• 3-5 years of experience in relationship management or client-facing role in banking/financial services
• Proven track record of achieving sales targets and building strong client relationships
• Fluent in Bahasa Indonesia and English
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Certifications such as WAPERD, WPPE are a plus

Responsibilities

• Proactively identify and engage with existing and potential high-net-worth individuals and corporate clients to understand their financial objectives
• Develop and execute client relationship strategies to enhance client satisfaction, retention, and loyalty
• Advise clients on deposits, loans, investments, and wealth management solutions
• Monitor client portfolios and market trends to identify cross-selling opportunities
• Prepare and present financial proposals and recommendations to clients
• Collaborate with internal departments to ensure seamless service delivery
• Maintain understanding of regulatory requirements and compliance standards
• Achieve assigned sales and revenue targets
• Prepare regular reports on client activities and portfolio performance

Skills

Communication

Negotiation

Interpersonal skills

Analytical skills

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Master's degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Job description

## Relationship ManagerApply: Indonesia: Full time: Posted 3 Days Ago: JR8861PT Bank CTBC IndonesiaYour Career Our FutureResponsible for building and maintaining strong, long-lasting relationships with a portfolio of high-value clients, ensuring their financial needs are met and contributing to the bank's growth. Job Responsibilities:\\*\\* \\* Proactively identify and engage with existing and potential high-net-worth individuals and corporate clients to understand their financial objectives and provide tailored solutions. \\* Develop and execute client relationship strategies to enhance client satisfaction, retention, and loyalty. \\* Advise clients on a wide range of banking products and services, including deposits, loans, investments, and wealth management solutions. \\* Monitor client portfolios and market trends to identify opportunities for cross-selling and up-selling relevant products. \\* Prepare and present financial proposals and recommendations to clients, ensuring clarity and accuracy. \\* Collaborate with internal departments (e.g., product development, credit, legal) to ensure seamless service delivery and resolve client issues efficiently. \\* Maintain a thorough understanding of regulatory requirements and compliance standards. \\* Achieve assigned sales and revenue targets while adhering to the bank's policies and procedures. \\* Prepare regular reports on client activities, portfolio performance, and market insights. Job Qualifications:\\*\\* \\* Bachelor's degree in Finance, Business Administration, Economics, or a related field. Master's degree preferred. \\* Minimum of 3-5 years of experience in relationship management or a similar client-facing role within the banking or financial services industry, preferably with a focus on high-net-worth or corporate clients. \\* Proven track record of achieving sales targets and building strong client relationships. \\* Excellent understanding of banking products, financial markets, and investment instruments. \\* Strong communication, negotiation, and interpersonal skills. \\* Ability to build trust and rapport with diverse client segments. \\* Highly organized with strong analytical and problem-solving abilities. \\* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). \\* Fluency in Bahasa Indonesia and English, both written and spoken. \\* Possess relevant financial certifications (e.g., WAPERD, WPPE) is a plus.