Relationship Manager Hybrid - Jakarta

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

Job summary

A leading financial institution in Jakarta is seeking a dedicated Funding Marketing professional to manage portfolio funding and grow the customer base. The ideal candidate will deliver personalized investment solutions and have at least two years of experience in the financial sector. They should be comfortable with creating financial plans and possess excellent interpersonal skills. This role offers the opportunity to work in a dynamic environment focused on achieving long-term client 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 the growth of new customers.
• Deliver personalized investment solutions to clients.
• Create financial plans and ensure accuracy of information.

Skills

Effective communication

Interpersonal skills

Networking

Result oriented

Education

Certified AAJI

WAPERD/WPPE

Job description

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 Jakarta