Wealth Relationship Manager - Growth & Portfolio Strategy

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

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.