Relationship Manager Wealth Management

We are in search of an experienced and proactive Wealth Management Consultant to join our firm. This role involves providing high-net-worth clients with comprehensive wealth management services to help them grow and preserve their assets. Responsibilities - Develop and execute individualized wealth management strategies that align with clients’ financial...

**Responsible for aching job’s objective by**: Acquiring, maintaining, growing, and deepening relationship with exisitng and prospective priority customers Identifying the financial or investment needs and objectives of such customer or prospective customers Introducing alternative suitable banking products to meet the needs and objectives; providing...

**Job Descriptions**: - Identifying the financial or investment needs and objectives of such customers or prospective customers - Actively acquiring, maintaining, growing, and deepening relationships with existing and prospective customers - Engaging in any source of channels to expand potential customers list - Providing premium customer service -...

**Job description**: - Grow portfolios of funding customers, and maintain the relationship with assigned clients. - Attract new investment customers and educate new investors about investment opportunities - Manage day-to-day projects in a timely manner, ensuring that deliverables are met within the accuracy - Proactively implement strategies to monitor and...

**Location**: - Surabaya- Surabaya**Work Type**: - Full TimePERSOLKELLY is one of the largest recruitment firms in Asia Pacific providing clients with comprehensive end-to-end workforce solutions, enabling us to leverage their connections as one of the largest recruiting firms in Asia Pacific. We are now seeking a position as a Corporate HRGA Manager who...

PERSOLKELLY is one of the largest recruitment firms in Asia Pacific providing clients with comprehensive end-to-end workforce solutions, enabling us to leverage their connections as one of the largest recruiting firms in Asia Pacific. We are now seeking a position as a **Corporate HRGA Manager** who will handle the following key responsibilities: - Create...

Relationship Manager - Retail - Surabaya **Responsibility**: - Acquire New Potential Lender - Assist Lender-related inquiries and needs (creating, managing, and optimizing accounts) - Maintain existing Lender by providing the best services - Work towards achieving set revenue targets and contributing to overall company growth **Requirements**: - Min....

Be the primary point of contact between the respective customers and Lirunex. - Develop a deep understanding of partners’ and traders’ respective markets, competitive analysis and partner strategies for growth. - Build a pipeline of new potential partners; Social. - Forum / Channel participation. - Ensure compliance and adherence of business, regulatory...

-Job Advert Details **Some careers shine brighter than others.** If you're looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential. Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their...

**Funding Societies | Modalku** is the largest SME digital financing platform in Southeast Asia, expanding into a leading SME neobank. We are licensed and registered in Singapore, Indonesia, Thailand, Malaysia, and operating in Vietnam, and backed by Sequoia India, Softbank Vision Fund and SMBC bank amongst many others. Funding Societies | Modalku provides...

**Description** **Funding Societies | Modalku** is the largest SME digital financing platform in Southeast Asia, expanding into a leading SME neobank. We are licensed and registered in Singapore, Indonesia, Thailand, Malaysia, and operating in Vietnam, and backed by Sequoia India, Softbank Vision Fund and SMBC bank amongst many others. Funding Societies |...

**Uraian pekerjaan**: - Memasarkan produk kredit multiguna (produk pinjaman dengan agunan sertifikat kepemilikan rumah) kepada calon debitur/konsumen - Membangun relasi dengan debitur/konsumen baru untuk mencapai nilai dan target bulanan - Mengoptimalkan _cross selling sesuai dengan target kerja yang ditentukan_ **Kualifikasi**: - Memiliki pengalaman...

THE COMPANY EXANTE is a wealthtech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology. Our proprietary trading platform enables direct market access to a wide range of financial instruments including stocks, ETFs, bonds, futures, options and more from a single multi-currency...

Position: Premier Bancassurance Consultant Location: Many areas across Indonesia The objective of Premier Bancassurance Life Consultants is to promote, educate and sell insurance products through our partner Banks Branch to Affluent or high-end network segment. Successful performance will be achieved by developing strong relationship with the Branch staff,...

Build and maintain strong, long-lasting client relationships; Develop trusted advisor relationships with key accounts and customer stakeholders; Ensure the timely and successful delivery of our solutions according to customer needs and objectives; Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders; Prepare...

-Job Advert Details **Some careers shine brighter than others.** If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential. Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their...

Job description: - Mengidentifikasi calon atau prospek klien dengan mencari informasi dan data yang dimiliki - Melakukan visit ke calon klien - Mencapai target yang telah ditetapkan - Membina hubungan baik dengan klien Job Spesification: - Pendidikan diutamakan D3/S1 semua jurusan, fresh graduate are welcome - Memiliki pengalaman kerja dibidang...

**Date**:Mar 6, 2025 **Location**: Kota Surabaya **Company**:PT Bank Danamon Indonesia Tbk **Job Purposes**: Melaksanakan kegiatan pemasaran untuk produk simpanan dan jasa Bank kepada calon nasabah baru dan mengelola nasabah existing sesuai ketentuan yang berlaku. **Job Purposes**: **Main Accountabilities**: - Melaksanakan kegiatan pemasaran dengan...

Job description: - Mengidentifikasi calon atau prospek klien dengan mencari informasi dan data yang dimiliki - Melakukan visit ke calon klien - Mencapai target yang telah ditetapkan - Membina hubungan baik dengan klien Job Spesification: - Pendidikan diutamakan D3/S1 semua jurusan, fresh graduate are welcome - Memiliki pengalaman kerja dibidang...

Kualifikasi: - Fresh Graduate are welcome - Pendidikan diutamakan D3/S1 semua jurusan - Memiliki skill komunikasi yang bagus - Berpenampilan rapih - Bersedia ditempatkan di Surabaya Tugas dan Tanggung Jawab: Mengidentifikasi calon atau prospek klien Melakukan visit kepada klien Mengembangkan dan membina hubungan baik dengan klien Memperkenalkan dan...