Senior Wealth Relationship Manager

PT PERSOL RECRUITMENT INDONESIA; Jawa Barat; On-site; IDR 250,000,000 - 350,000,000; Full time

Job summary

PT PERSOL RECRUITMENT INDONESIA seeks a Relationship Manager for West Java to grow and manage relationships with Affluent, Premier, and HNW clients. You will assess client needs and deliver wealth management and investment solutions through proactive prospecting and referrals.

Minimum 3–5 years in Relationship Management or related roles with strong sales history and knowledge of wealth products. Bachelor's degree required; WAPERD/AAJI/WPPE preferred. On-site at West Java office.

Qualifications

• 3–5 years of experience in Relationship Management or similar role
• Experience handling Affluent, Premier, Preferred, or HNW customers
• Strong sales track record achieving sales, revenue, or AUM targets
• Knowledge of wealth management and investment products (mutual funds, bonds, funding, insurance, FX)
• Bachelor's degree (S1); D3 graduates considered with strong relevant experience
• Certifications such as WAPERD, AAJI, WPPE preferred
• Strong communication, relationship-building, negotiation, and customer acquisition skills
• Stable employment history; 1–2 years in same company preferred

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 through referrals, networking, and proactive prospecting
• Promote and cross-sell financial products including mutual funds, bonds, deposits/funding, insurance, investments, and FX
• Maintain strong relationships 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

Skills

Relationship management

Wealth management

Personal banking

Personal financial advisory

Sales orientation

Communication

Negotiation

Customer acquisition

Education

Bachelor's degree (S1)

D3 graduates considered with strong experience

Job description

PT PERSOL RECRUITMENT INDONESIA seeks a Relationship Manager for West Java to grow and manage relationships with Affluent, Premier, and HNW clients. You will assess client needs and deliver wealth management and investment solutions through proactive prospecting and referrals.

Minimum 3–5 years in Relationship Management or related roles with strong sales history and knowledge of wealth products. Bachelor's degree required; WAPERD/AAJI/WPPE preferred. On-site at West Java office.