Wealth Relationship Manager – West Jakarta (WFO)

PT PERSOL RECRUITMENT INDONESIA; Jakarta Utara; On-site; IDR 300,000,000 - 420,000,000; Full time

Job summary

PT PERSOL RECRUITMENT INDONESIA is looking for a Relationship Manager to manage and grow relationships with Affluent and HNW clients in West Jakarta. You will identify client needs and provide wealth management and investment solutions, while achieving sales and AUM targets.

The role emphasizes cross-selling, product knowledge across funds, bonds, deposits, insurance, FX, and a strong emphasis on compliance and client retention. Indonesian market experience preferred.

Qualifications

• Minimum 3–5 years of experience in Relationship Management or related roles.
• Proven experience handling Affluent, Premier, Preferred, or HNW customers.
• Strong sales orientation with proven track record of achieving targets.
• Good knowledge of wealth management and investment products (mutual funds, bonds, deposits, insurance, FX).
• Bachelor's Degree; D3 graduates with strong relevant experience may be considered.
• Certifications such as WAPERD, AAJI, and/or WPPE are highly preferred.
• Strong communication, relationship-building, negotiation and customer acquisition skills.
• Stable employment history with 1–2 years in the same company preferred.
• Hokkien language skills are advantageous.

Responsibilities

• Manage and develop relationships with Affluent, Premier, Preferred, and HNW customers.
• Identify customer needs and provide wealth management and investment solutions.
• Achieve individual sales, revenue, and AUM targets.
• Acquire new customers and expand the existing portfolio through referrals, networking, and proactive prospecting.
• Promote and cross-sell financial products including mutual funds, bonds, deposits/funding, insurance, investments, and foreign exchange.
• 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

Sales orientation

Communication skills

Negotiation

Customer acquisition

Education

Bachelor's Degree

D3 with strong experience

Job description

PT PERSOL RECRUITMENT INDONESIA is looking for a Relationship Manager to manage and grow relationships with Affluent and HNW clients in West Jakarta. You will identify client needs and provide wealth management and investment solutions, while achieving sales and AUM targets.

The role emphasizes cross-selling, product knowledge across funds, bonds, deposits, insurance, FX, and a strong emphasis on compliance and client retention. Indonesian market experience preferred.