Relationship Manager

4 weeks ago


Jakarta, Indonesia Reeracoen Indonesia Full time

8,000,000 IDR ~ 15,000,000 IDR
- Jakarta- Bachelor's/University degree or equivalent experiences.
- Min 3-years working experiences as relationship manager or advisory function in Funding fields
- Working experience in Banking / Financial institution
- Excellent networking
- Ability to manage relationships both internal and external;
- Ability to multi-task
- Certain mandatory certifications is required
- Willingness to learn and to grow

**About work**仕事内容について**:
Targeting new clients and maintaining existing clients and progressively developing the clients’ account strategy.
Identifying cross-sell opportunities to deepen and increase share of wallet by actively offering company’s services.
Working closely with paraplanner for financial planning and portfolio investment team for portfolio investment construction and monitoring.
Review clients’ needs and asset allocation, pro-actively engage with the clients to validate the understanding of the needs.
Advise clients to enrich the relationships by mobilizing additional assets into the wallet.
Ensure coverage of all relationships through clients’ engagements, risk profiling, financial planning and investment
Organize clients events to enhance clients bonding.
Ensure that KYC and other compliance norms are strictly adhered to.
Fulfilling the clients’ necessities while providing an exceptional clients experience is the expected behavior from all our employees.

**Salary**

8,000,000 IDR ~ 15,000,000 IDR

**Work Location**

Jakarta

**Requirement**
- Bachelor's/University degree or equivalent experiences.
- Min 3-years working experiences as relationship manager or advisory function in Funding fields
- Working experience in Banking / Financial institution
- Excellent networking
- Ability to manage relationships both internal and external;
- Ability to multi-task
- Certain mandatory certifications is required
- Willingness to learn and to grow

**English Level**

Doesn’t matter

**Other Language**

None

**Benefit**

Allowances
THR Lebaran & Natal
Insurance including Family
BPJS Tenaga Kerja and BPJS Kesehatan
Yearly Bonus (bonus value will be depends on working performance in quantity and quality)
Commission (from acquisition of new clients and from non investment project).


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