Relationship Manager – Banking & Wealth Solutions

Permata Bank; Rorotan; On-site; IDR 240,000,000 - 420,000,000; Full time

Job summary

Permata Bank is seeking a Relationship Manager Funding/Lending to prospect new clients, secure profitable relationships, and upgrade clients to priority segments. You will advise on banking funding and wealth management products, supported by a product specialist team, and build a growing portfolio with strong client relationships.

The role requires a bachelor’s degree, 2+ years in related roles, and excellent interpersonal and sales skills.

Qualifications

• Minimum Bachelor's Degree in any major.
• 2+ years experience as Relationship Manager Funding/Lending.
• Good knowledge of banking funding/wealth management products and services.
• Well developed interpersonal, relationship and communication skills.
• Good at selling/influencing.

Responsibilities

• Prospect new clients and secure new relationships (NTB), meeting the assigned targets and profitability.
• Build long-term relationships with clients and penetrate portfolio (ETB).
• Offer financial and investment advice to the clients after assessing their requirements, supported by dedicated product specialist team (Loan, WM, etc).
• Upgrade potential client to priority segment.

Skills

Interpersonal skills

Relationship management

Sales

Communication skills

Influencing

Education

Bachelor's degree

Job description

Permata Bank is seeking a Relationship Manager Funding/Lending to prospect new clients, secure profitable relationships, and upgrade clients to priority segments. You will advise on banking funding and wealth management products, supported by a product specialist team, and build a growing portfolio with strong client relationships.

The role requires a bachelor’s degree, 2+ years in related roles, and excellent interpersonal and sales skills.