Relationship Manager

TechConnect; Jakarta Pusat; On-site; IDR 250,000,000 - 500,000,000; Full time

Job summary

TechConnect is seeking a seasoned wealth management professional to manage and grow a portfolio of high-net-worth clients in Jakarta Pusat. You will serve as trusted advisor and tailor financial plans to clients' goals.

Responsibilities include recommending investment products, conducting regular reviews, and collaborating with investment, legal, and operations teams to deliver a seamless client experience. Fluency in English is required.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 3–5 years in wealth management or related financial services sales.
• Strong track record managing client portfolios and meeting targets.
• Solid knowledge of investments, financial planning and markets.
• Excellent communication and relationship-building skills.
• WPPE/CSPA in Indonesia or CFA/CFP is a plus.
• Fluent in English; local network is advantageous.

Responsibilities

• Manage and grow a portfolio of high-net-worth and affluent clients.
• Understand clients' goals, risk profiles, and life-stage needs.
• Recommend suitable investment products and solutions.
• Conduct regular portfolio reviews and communicate market insights.
• Achieve and exceed AUM, revenue, and client acquisition targets.
• Identify referrals and expand the client base through networking.
• Ensure compliance with policies, KYC, and regulations.
• Collaborate with investment, legal, and operations teams to deliver a seamless client experience.

Skills

Relationship building

Communication

Presentations

Networking

Financial planning

Client advisory

Education

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

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