Relationship Manager

Techconnect.id; Pulau Untung Jawa; On-site; IDR 600,000,000 - 900,000,000; Full time

Job summary

Techconnect.id in Jakarta seeks a seasoned wealth advisor to grow a portfolio of high-net-worth clients, delivering tailored financial plans and investment recommendations. You will review portfolios, communicate insights, and collaborate with cross-functional teams to ensure a seamless client experience.

The role requires 3–5 years in wealth management, strong knowledge of investments and planning, and fluency in English.

Qualifications

• Bachelor's degree in finance, economics, or business administration.
• 3–5 years in wealth management or financial services sales.
• Proven track record of growing a client portfolio (AUM or revenue).
• Strong knowledge of investment products, planning, and markets.
• Excellent communication, presentation, and relationship-building skills.
• Fluent in English; local market network is advantageous.
• Certifications (WPPE/CSPA in Indonesia, CFA/CFP is a plus).
• High integrity, client-first mindset, and regulatory awareness.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients as their trusted advisor.
• Understand clients' goals, risk profiles, and life-stage needs for personalized plans.
• Recommend suitable mutual funds, bonds, and structured products.
• Conduct regular portfolio reviews and share market insights with clients.
• Achieve targets related to AUM, revenue, and client acquisition.
• Identify referrals and expand the client base through networking.
• Ensure compliance with KYC and internal policies.
• Collaborate with investment, legal, and operations teams for a seamless experience.

Skills

Client relationship management

Financial planning knowledge

Investment products knowledge

Communication skills

Networking

Education

Bachelor's degree in Finance/Economics

Tools

CRM systems

Financial planning software

Job 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

• 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