Relationship Manager Bank - East Java - WFO (ID: 713196)

PT PERSOL RECRUITMENT INDONESIA; Jawa Timur; On-site; IDR 180,000,000 - 320,000,000; Full time

Job summary

PT PERSOL RECRUITMENT INDONESIA is assisting a bank client in East Java to hire a Relationship Manager for Funding Business. The role focuses on acquiring customers, managing portfolios, and driving cross-sell opportunities while maintaining service standards.

You should have 3–5 years of wealth-management experience, a bachelor’s degree, and strong product knowledge across funds, bonds, FX, and insurance. Candidates with HNW client exposure and relevant certifications are preferred.

Qualifications

• 3-5 years of experience in wealth management or related roles.
• Experience handling a range of financial products (funds, bonds, FX, insurance).
• Proven track record with High-Net-Worth, Affluent or Premier clients.
• Bachelor degree required; professional certifications preferred.
• Knowledge of investment products and cross-selling strategies.

Responsibilities

• Manage customer acquisition and oversee existing portfolios.
• Drive additional sales and cross-sell products.
• Provide transactional services aligned with bank standards.
• Achieve growth targets for customer acquisition and portfolio volume.

Skills

Wealth Management

Sales-oriented

HNW Client Experience

Financial Products Knowledge

Portfolio Management

Relationship Building

Education

Bachelor's Degree

Job description

Relationship Manager Bank - East Java - WFO (ID: 713196)

The Relationship Manager for Funding Business will be responsible for managing the acquisition of customers and overseeing existing portfolios to drive additional sales and cross-sell products. This includes implementing sales initiatives and providing customer transactional services that align with the Bank's standards. The primary objective is to achieve growth targets for both customer acquisition and portfolio volume.

Key responsibilities

Manage customer acquisition and oversee existing portfolios

Drive additional sales and cross-sell products

Provide customer transactional services aligned with Bank standards

Achieve growth targets for customer acquisition and portfolio volume

About you

Minimum 3-5 years of experience

Revenue-driven and target-oriented mindset

Strong background in Wealth Management

Experienced in handling a wide range of financial products, including mutual funds, bonds, funding products, investments, insurance, and foreign exchange (forex)

Proven experience managing High-Net-Worth (HNW), Affluent, Premier, or Preferred Banking customers

Suitable backgrounds include Relationship Manager (RM), Personal Financial Advisor (PFA), Wealth Advisor, Personal Banker, or similar roles

Minimum Bachelor's Degree (S1) required

At least 1-2 years in the same company

Relevant certifications highly preferred, such as WAPERD, AAJI, and WPPE

Strong knowledge of investment products, particularly mutual funds, bonds, and other wealth management instruments