Relationship Manager

Maybank; Jakarta Utara; On-site; IDR 328.245.000 - 492.369.000; Full time

Job summary

A leading financial institution in Jakarta Utara is seeking a Relationship Manager or Personal Financial Advisor to manage portfolio funding and grow new customer relationships. The ideal candidate will deliver personalized investment solutions and possess strong financial market knowledge. A minimum of 2 years in Funding Marketing is required, along with excellent communication and interpersonal skills. This role focuses on retail customers and achieving long-term financial goals.

Qualifications

• Minimum 2 years of working experience as Funding Marketing.
• Understanding of banking products, including investment and insurance products.
• In-depth knowledge within the Financial Market, Capital Market, and Global Financial Market.

Responsibilities

• Manage portfolio funding and develop new customer growth.
• Deliver personalized investment solutions to help clients toward financial goals.
• Create financial plans and ensure accuracy of information.

Skills

Effective communication

Interpersonal skills

Networking

Result-oriented

Financial market knowledge

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Relationship Manager or Personal Finacial Advisor-PFA will be responsible to manage portfolio funding and develop the growth number of new customer, as well as the growth of Fee Base (Investment & Bancassurance).

Focus for retail customer, the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Requirements:

• Minimum 2 years of working experience as Funding Marketing
• Understanding of banking products, including investment and insurance products.
• Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.
• Indepth knowledge within Financial Market, Capital Market and Global Financial Market.
• Certified AAJI and WAPERD/WPPE will be prioritized
• Excellent interpersonal skills