Relationship Manager Hybrid-Funding

Maybank; Jakarta Utara; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Indonesia is seeking an RM Hybrid to manage portfolio funding and develop new customer growth. The ideal candidate should have at least 2 years of experience in Funding Marketing, understanding of banking products, and effective communication skills. This role emphasizes personalized investment solutions to help clients achieve long-term financial goals.

Qualifications

• Minimum 2 years of working experience as Funding Marketing.
• Understanding of banking products, including investment and insurance products.
• Indepth knowledge within Financial Market, Capital Market and Global Financial Market.

Responsibilities

• Manage portfolio funding and develop new customer growth.
• Deliver personalized investment solutions to help clients reach financial goals.
• Create financial plans and ensure complete accuracy of information.

Skills

Effective communication

Interpersonal skills

Networking

Result oriented

Education

Certified AAJI

WAPERD/WPPE

Job description

Overview

RM Hybrid 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
• Placement at Bekasi & Bogor