Relationship Manager - South Jakarta - WFO

PT PERSOL RECRUITMENT INDONESIA; Jakarta Utara; On-site; IDR 279,000,000 - 558,000,000; Full time

Job summary

PT PERSOL RECRUITMENT INDONESIA is seeking a Relationship Manager for South Jakarta, on-site. You will manage and develop relationships with Affluent, Preferred, Premier, and high-net-worth clients, identify needs, and provide tailored wealth management and investment solutions.

You will work toward meeting sales, revenue, and AUM targets, acquire new customers through referrals and networking, and promote a range of financial products including mutual funds, bonds, deposits, insurance,

Qualifications

• Bachelor's degree (S1) from a recognized university; D3 graduates with strong relevant experience may be considered.
• Strong knowledge of wealth management and investment products.
• Proven track record of achieving sales, revenue, or AUM targets.
• Experience handling Affluent, Premier, Preferred, or HNW clients.

Responsibilities

• Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers.
• Identify customer needs and provide suitable wealth management and investment solutions.
• Achieve individual sales, revenue, and AUM targets.
• Acquire new customers and expand the existing portfolio through referrals, networking, and proactive prospecting.
• Promote and cross-sell financial products including mutual funds, bonds, deposits/funding, insurance, investments, and forex.
• Maintain strong relationships to increase engagement, AUM, and product penetration.
• Provide investment solutions aligned with customers' goals and risk profiles.
• Ensure compliance with banking policies, regulations, and procedures.

Skills

Relationship management

Wealth management

Sales orientation

Client acquisition

Communication skills

Networking

Education

Bachelor's Degree (S1)

D3 graduates considered

Job description

Relationship Manager - South Jakarta - WFO (ID: 713159)

Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers. Identify customer needs and provide suitable wealth management and investment solutions. Acquire new customers and expand the existing customer portfolio through referrals, networking, and proactive prospecting.

Key responsibilities

Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers

Identify customer needs and provide suitable wealth management and investment solutions

Achieve individual sales, revenue, and AUM targets

Acquire new customers and expand the existing customer portfolio through referrals, networking, and proactive prospecting

Promote and cross-sell financial products, including mutual funds, bonds, deposits/funding, insurance, investments, and foreign exchange

Maintain strong relationships with existing customers to increase engagement, AUM, and product penetration

Provide investment solutions aligned with customers' financial goals and risk profiles

Ensure compliance with applicable banking policies, regulations, and procedures

About you

Minimum 3-5 years of experience in Relationship Management, Wealth Management, Personal Banking, Personal Financial Advisory, or a similar role

Proven experience handling Affluent, Premier, Preferred, or HNW customers

Strong sales orientation with a proven track record of achieving sales, revenue, or AUM targets

Good knowledge and experience in wealth management and investment products, particularly mutual funds, bonds, funding products, insurance, and/or foreign exchange

Minimum Bachelor's Degree (S1) from a recognized university. D3 graduates with exceptionally strong relevant experience may also be considered

Relevant certifications such as WAPERD, AAJI, and/or WPPE are highly preferred

Strong communication, relationship-building, negotiation, and customer acquisition skills

Stable employment history with a minimum of 1-2 years in the same company preferred