Relationship Manager Wealth Management Business - Medan

PT Bank SMBC Indonesia Tbk; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading Indonesian bank is seeking a Relationship Manager for Wealth Management Business in Medan. The role involves managing priority customers, overseeing existing portfolios, and driving sales through customer service excellence. Candidates should have at least 2 years of experience in related fields and a strong understanding of banking products. Fluency in English or Japanese is preferred. This position is vital for achieving growth targets in customer acquisition and portfolio volume.

Qualifications

• Minimum 2 years of experience as a Funding Sales/Relationship Manager in Priority Banking or Wealth Management.
• Strong understanding of banking products, including investment and insurance products.
• In-depth knowledge of market trends, including Financial Market, Capital Market, and Global Market.
• WAPERD/WPPE-P certification is a plus.

Responsibilities

• Manage the acquisition of priority customers and oversee existing portfolios.
• Implement sales initiatives and provide customer transactional services.
• Achieve growth targets for customer acquisition and portfolio volume.

Skills

Strong communication skills

Analytical thinking

Results-oriented

Self-motivated

Fluency in English or Japanese

Job description

Job Responsibilities

The Relationship Manager for Wealth Management Business (Sinaya) will be responsible for managing the acquisition of priority 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 Priority Banking or Wealth Management.
• 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.
• Available for placement in Medan.