Relationship Manager

Maybank; Tangerang Selatan; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution is seeking a Relationship Manager / Personal Financial Advisor to manage portfolio funding and drive new customer growth. The ideal candidate will deliver tailored investment solutions and ensure client financial plans are accurate. Strong knowledge of banking products and effective communication skills are essential.

Qualifications

• Minimum 2 years of working experience in Funding Marketing.
• Understanding of banking products including investments and insurance.
• In-depth knowledge of Financial Market and Capital Market.

Responsibilities

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

Skills

Effective communication

Interpersonal skills

Result oriented

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Relationship Manager / Personal Financial Advisor 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