Relationship Manager
3 days ago
Indonesia
CTBC Bank
Penuh waktu
Rp 320 - Rp 520 Kontrak
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## Relationship ManagerApply: Indonesia: Full time: Posted 3 Days Ago: JR8861PT Bank CTBC IndonesiaYour Career Our FutureResponsible for building and maintaining strong, long-lasting relationships with a portfolio of high-value clients, ensuring their financial needs are met and contributing to the bank's growth. Job
Responsibilities:
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* Proactively identify and engage with existing and potential high-net-worth individuals and corporate clients to understand their financial objectives and provide tailored solutions. \\
* Develop and execute client relationship strategies to enhance client satisfaction, retention, and loyalty. \\
* Advise clients on a wide range of banking products and services, including deposits, loans, investments, and wealth management solutions. \\
* Monitor client portfolios and market trends to identify opportunities for cross-selling and up-selling relevant products. \\
* Prepare and present financial proposals and recommendations to clients, ensuring clarity and accuracy. \\
* Collaborate with internal departments (e.g., product development, credit, legal) to ensure seamless service delivery and resolve client issues efficiently. \\
* Maintain a thorough understanding of regulatory requirements and compliance standards. \\
* Achieve assigned sales and revenue targets while adhering to the bank's policies and procedures. \\
* Prepare regular reports on client activities, portfolio performance, and market insights. Job
Qualifications:
\\*\\
* \\
* Bachelor's degree in Finance, Business Administration, Economics, or a related field. Master's degree preferred. \\
* Minimum of 3-5 years of experience in relationship management or a similar client-facing role within the banking or financial services industry, preferably with a focus on high-net-worth or corporate clients. \\
* Proven track record of achieving sales targets and building strong client relationships. \\
* Excellent understanding of banking products, financial markets, and investment instruments. \\
* Strong communication, negotiation, and interpersonal skills. \\
* Ability to build trust and rapport with diverse client segments. \\
* Highly organized with strong analytical and problem-solving abilities. \\
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). \\
* Fluency in Bahasa Indonesia and English, both written and spoken. \\
* Possess relevant financial certifications (e.g., WAPERD, WPPE) is a plus.
Responsibilities:
\\*\\
* \\
* Proactively identify and engage with existing and potential high-net-worth individuals and corporate clients to understand their financial objectives and provide tailored solutions. \\
* Develop and execute client relationship strategies to enhance client satisfaction, retention, and loyalty. \\
* Advise clients on a wide range of banking products and services, including deposits, loans, investments, and wealth management solutions. \\
* Monitor client portfolios and market trends to identify opportunities for cross-selling and up-selling relevant products. \\
* Prepare and present financial proposals and recommendations to clients, ensuring clarity and accuracy. \\
* Collaborate with internal departments (e.g., product development, credit, legal) to ensure seamless service delivery and resolve client issues efficiently. \\
* Maintain a thorough understanding of regulatory requirements and compliance standards. \\
* Achieve assigned sales and revenue targets while adhering to the bank's policies and procedures. \\
* Prepare regular reports on client activities, portfolio performance, and market insights. Job
Qualifications:
\\*\\
* \\
* Bachelor's degree in Finance, Business Administration, Economics, or a related field. Master's degree preferred. \\
* Minimum of 3-5 years of experience in relationship management or a similar client-facing role within the banking or financial services industry, preferably with a focus on high-net-worth or corporate clients. \\
* Proven track record of achieving sales targets and building strong client relationships. \\
* Excellent understanding of banking products, financial markets, and investment instruments. \\
* Strong communication, negotiation, and interpersonal skills. \\
* Ability to build trust and rapport with diverse client segments. \\
* Highly organized with strong analytical and problem-solving abilities. \\
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). \\
* Fluency in Bahasa Indonesia and English, both written and spoken. \\
* Possess relevant financial certifications (e.g., WAPERD, WPPE) is a plus.