Relationship Manager

TechConnect; Jakarta Utara; On-site; IDR 600,000,000 - 1,200,000,000; Full time

Job summary

TechConnect is seeking an experienced wealth management professional in Jakarta to advise high-net-worth clients and drive portfolio growth. You will tailor financial plans, explain investment options, and conduct regular reviews to align with clients’ goals.

Ideal candidates bring 3–5 years in private banking or wealth management, strong English, and a network in the local market. The role emphasizes integrity and a client-first approach in a dynamic Indonesian market.

Qualifications

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

Responsibilities

• Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor.
• Understand 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 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

Client portfolio management

Relationship building

Financial planning

Investment product knowledge

Communication skills

Networking

Compliance / KYC

English fluency

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