Relationship Manager — Banking & Wealth Advisor

Permata Bank; Bogor; On-site; IDR 180,000,000 - 360,000,000; Full time

Job summary

PermataBank in Indonesia is seeking a seasoned Relationship Manager Funding to drive new client acquisition, build long-term relationships, and provide financial and investment guidance. You will work with product specialists to tailor funding and wealth management solutions, upgrade clients to priority segments, and meet profitability targets, leveraging strong interpersonal and selling skills.

Requires a Bachelor’s degree and 3+ years of funding RM experience; AAJI & WPPE certification is a

Qualifications

• Bachelor's degree in any major.
• 3+ years of experience as Relationship Manager Funding.
• Knowledge of banking funding and wealth management products.
• Excellent interpersonal and communication skills.
• AAJI & WPPE certifications are a must.

Responsibilities

• Prospect new clients and secure new relationships (NTB), meeting targets and profitability.
• Build long-term relationships with clients and penetrate portfolio (ETB).
• Offer financial and investment advice to clients after assessing their requirements, supported by product specialists.
• Upgrade potential clients to priority segment.

Skills

Interpersonal skills

Communication skills

Selling / influencing

Education

Bachelor's degree

Job description

PermataBank in Indonesia is seeking a seasoned Relationship Manager Funding to drive new client acquisition, build long-term relationships, and provide financial and investment guidance. You will work with product specialists to tailor funding and wealth management solutions, upgrade clients to priority segments, and meet profitability targets, leveraging strong interpersonal and selling skills.

Requires a Bachelor’s degree and 3+ years of funding RM experience; AAJI & WPPE certification is a