RELATIONSHIP MANAGER WEALTH MANAGEMENT BUSINESS

PT Bank SMBC Indonesia Tbk; Jakarta Pusat; On-site; IDR 150,000,000 - 210,000,000; Full time

Job summary

PT Bank SMBC Indonesia Tbk is seeking a Relationship Manager for Funding Business in Jakarta to drive customer acquisition and manage existing portfolios. You will implement sales initiatives and deliver customer services in line with bank standards, with a focus on growing both customer base and portfolio volume.

The role emphasizes strong communication, market knowledge across financial markets, and the ability to cross-sell investment and insurance products to meet growth targets.

Qualifications

• Minimum 2 years of experience as a Funding Sales/Relationship Manager in Banking.
• Strong understanding of banking products, including investment and insurance products.
• Knowledge of market trends, including Financial Market, Capital Market, and Global Market.
• WAPERD/WPPE-P certification is a plus.
• Fluent in English or Japanese preferred.
• Strong communication, analytical thinking, results-oriented, self-motivated.

Responsibilities

• Manage acquisition customers and oversee existing portfolios to drive additional sales and cross-sell products.
• Implement sales initiatives and provide customer transactional services aligning with the Bank’s standards.
• Aim to achieve growth targets for customer acquisition and portfolio volume.

Skills

Communication skills

Fluent English or Japanese

Analytical thinking

Results oriented

Self-motivated

Job description

The Relationship Manager for Funding Business will be responsible for managing the acquisition customers and overseeing existing portfolios to drive additional sales and cross-sell products. This includes implementing sales initiatives and providing customer transactional services that align with the Bank’s standards. The primary objective is to achieve growth targets for both customer acquisition and portfolio volume.

Requirements

• Minimum 2 years of experience as a Funding Sales/Relationship Manager in Banking
• Strong understanding of banking products, including investment and insurance products
• In-depth knowledge of market trends, including the Financial Market, Capital Market, and Global Market
• WAPERD/WPPE-P certification is a plus
• Strong communication skills, fluency in English or Japanese is preferred
• Excellent analytical thinking, results-oriented, self-motivated, and enthusiastic