Wealth Banking Relationship Manager - Samarinda

amIT Global Solutions Sdn Bhd; Samarinda; On-site; IDR 150,000,000 - 210,000,000; Full time

Job summary

amIT Global Solutions Sdn Bhd is seeking a Wealth Banking Relationship Manager to build and maintain relationships with existing wealth clients in Samarinda. The role focuses on acquiring new-to-bank clients and expanding the wealth portfolio while generating fee income through investment, insurance, and wealth management products.

The role requires conducting KYC, ensuring regulatory compliance, and monitoring PEPs in line with bank policies.

Qualifications

• Bachelor's degree in any major.
• Strong communication, sales, and relationship management skills.
• Good communication in English written and conversational.

Responsibilities

• Manage and maintain relationships with existing Wealth Banking Clients
• Acquire New-to-Bank (NTB) clients and grow the wealth portfolio
• Generate fee income through investment, insurance, and wealth management products
• Achieve Annualized Premium Equivalent (APE) targets
• Conduct KYC processes and ensure compliance with regulatory requirements
• Monitor and manage PEP Clients in accordance with bank policies

Skills

Communication

Sales

Relationship management

English proficiency

Education

Bachelor's degree (any major)

Tools

WPPE certification

AAJI certification

Job description

Wealth Banking Relationship Manager

Job Description

• Manage and maintain relationships with existing Wealth Banking Clients
• Acquire New-to-Bank (NTB) clients and grow the wealth portfolio
• Generate fee income through investment, insurance, and wealth management products
• Achieve Annualized Premium Equivalent (APE) targets
• Conduct KYC processes and ensure compliance with regulatory requirements
• Monitor and manage PEP Clients in accordance with bank policies

Requirements

• Bachelor's degrees any major from reputable university, fresh graduates are welcome to apply
• Strong communication, sales, and relationship management skills
• Good communication in English written and conversational
• WPPE and/or AAJI certification is required
• Willing to be placed in different branches in same city