Senior Relationship Manager, Banking & Wealth Solutions

Permata Bank; Jakarta Pusat; On-site; IDR 180,000,000 - 280,000,000; Full time

Job summary

PermataBank in Jakarta is seeking an experienced Relationship Manager Funding to grow our client portfolio and strengthen profitable relationships. You will prospect new clients, provide financial and investment advice with support from product specialists, and elevate promising prospects to priority segments, while meeting targets.

The ideal candidate has a bachelor’s degree, 3+ years in funding, deep knowledge of funding and wealth management products, strong communication, and AAJI & WPPE

Qualifications

• Minimum bachelor’s degree in any major.
• 3+ years experience as Relationship Manager Funding.
• Good knowledge of banking funding and wealth management products.
• Well developed interpersonal, relationship and communication skills.
• AAJI & WPPE certification is a must.

Responsibilities

• Prospect new clients and secure new relationships (NTB), meeting targets and profitability.
• Build long-term relationships with clients and penetrate portfolio (ETB).
• Offer financial and investment advice after assessing requirements, supported by product specialists (Loan, WM, etc).
• Upgrade potential client to priority segment.

Skills

Interpersonal skills

Relationship building

Communication skills

Selling skills

Influencing

Education

Bachelor's degree

Tools

AAJI WPPE

Job description

PermataBank in Jakarta is seeking an experienced Relationship Manager Funding to grow our client portfolio and strengthen profitable relationships. You will prospect new clients, provide financial and investment advice with support from product specialists, and elevate promising prospects to priority segments, while meeting targets.

The ideal candidate has a bachelor’s degree, 3+ years in funding, deep knowledge of funding and wealth management products, strong communication, and AAJI & WPPE