RPO Relationship Manager (Banking)

Monroe Consulting Group; Indonesia; On-site; IDR 80,000,000 - 150,000,000; Full time

Job summary

An established industry player is seeking a skilled Relationship Manager to enhance client loyalty and manage high-net-worth portfolios. This role offers a unique opportunity to advance your career in banking, focusing on providing customized financial solutions to affluent clients. You'll be responsible for acquiring new clients, optimizing portfolios, and delivering specialized wealth management strategies. If you have a passion for building relationships and possess the necessary certifications, this position is perfect for you to make a significant impact in the financial sector.

Qualifications

• 3+ years of experience in a Relationship Manager role in banking or wealth management.
• Must have WPPE and AAJI certifications.

Responsibilities

• Acquire new clients and nurture existing relationships, exceeding targets.
• Provide tailored financial products and optimize client portfolios.

Skills

Interpersonal Skills

Communication Skills

Sales Skills

Knowledge of Banking Products

Wealth Management Knowledge

Education

Bachelor's Degree

Job description

Executive recruitment company Monroe Consulting Group Indonesia is recruiting for Relationship Manager on behalf of one of the notable big banks in Indonesia.

Are you an experienced relationship manager with a knack for building client loyalty and managing high-net-worth portfolios? If you have WPPE and AAJI certification, we'd love to connect!

This role offers a prime opportunity to advance your career in the dynamic world of banking, providing tailored financial solutions to high-value clients and building long-term wealth management strategies which will focus on Funding and Wealth Management segment.

Key Responsibilities:

• Client Acquisition & Relationship Management: Actively acquire new clients and nurture existing relationships, consistently meeting and exceeding ambitious targets.
• Wealth Solutions Expertise: Provide specialized financial products, including investments and loans, tailored to individual client profiles, supported by an experienced Product Team.
• Portfolio Optimization: Develop strategies that maximize client portfolio growth, building trust and fostering loyalty.
• Client Tier Advancement: Identify and upgrade promising clients to Priority Client status, giving them access to exclusive banking solutions and services.

Qualifications:

• Education: Bachelor's degree in any field, preferably from a reputable university.
• Experience: At least 3 years in a Relationship Manager role within banking or wealth management.
• Certifications: Must have WPPE (Wakil Perantara Pedagang Efek) and AAJI (Asosiasi Asuransi Jiwa Indonesia) certifications.
• Skills: Exceptional interpersonal, communication, and sales skills; strong knowledge of banking and wealth management products.