Relationship Manager

TechConnect GmbH; Jakarta Pusat; On-site; IDR 360,000,000 - 720,000,000; Full time

Job summary

TechConnect GmbH in Jakarta is seeking an experienced wealth manager to act as a trusted advisor for a portfolio of high-net-worth clients. You will understand financial goals, tailor plans, and present investment solutions to meet individual needs.

You will conduct regular portfolio reviews, communicate market insights, and work with the investment, legal, and operations teams to ensure a seamless client experience. Fluent English and a strong local network are a plus for success in this role.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum 3–5 years of experience in wealth management, private banking, or financial services sales
• Proven track record of managing and growing a client portfolio (AUM or revenue targets)
• Strong knowledge of investment products, financial planning, and capital markets
• Excellent communication, presentation, and relationship-building skills
• Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)
• High integrity, professionalism, and a client-first mindset
• Fluent in English; strong network in the local market is an advantage

Responsibilities

• Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor
• Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning
• Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.)
• Conduct regular portfolio reviews and proactively communicate market insights to clients
• Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition
• Identify referral opportunities and expand the client base through networking and client advocacy
• Ensure full compliance with internal policies, KYC requirements, and applicable regulations
• Collaborate with investment, legal, and operations teams to deliver a seamless client experience

Skills

Portfolio management

Client relations

Financial planning

KYC compliance

English fluency

Education

Bachelor's degree

Job description

Description

• Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor
• Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning
• Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.)
• Conduct regular portfolio reviews and proactively communicate market insights to clients
• Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition
• Identify referral opportunities and expand the client base through networking and client advocacy
• Ensure full compliance with internal policies, KYC requirements, and applicable regulations
• Collaborate with investment, legal, and operations teams to deliver a seamless client experience
  

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum 3–5 years of experience in wealth management, private banking, or financial services sales
• Proven track record of managing and growing a client portfolio (AUM or revenue targets)
• Strong knowledge of investment products, financial planning, and capital markets
• Excellent communication, presentation, and relationship-building skills
• Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)
• High integrity, professionalism, and a client-first mindset
• Fluent in English; strong network in the local market is an advantage