Relationship Manager

6 months ago


Jakarta, Indonesia WeNetwork Asia Full time

**About our Client**:
A Sharia Bank, which operates in accordance with Islamic financial principles, is experiencing growth and is keen on strengthening its commercial team to support its lending and Peer-to-Peer (P2P) financing activities.

**Responsibilities**:

- Actively engage in prospecting and hunting for new clients to expand the client base.
- Utilise market research and industry knowledge to identify potential clients and business opportunities.
- Develop and implement effective strategies to attract and acquire new clients.
- Build and maintain strong relationships with existing clients, understanding their financial needs and goals.
- Provide personalised financial advice and solutions to clients based on their individual circumstances.
- Ensure a high level of client satisfaction through regular communication and responsiveness.
- Understand and adhere to the 4 eyes principle in banking, ensuring all transactions and client interactions meet compliance standards.
- Collaborate with internal teams to ensure regulatory requirements are met in all client interactions.
- Conduct regular reviews to ensure client portfolios comply with internal policies and external regulations.
- Provide comprehensive financial advice to clients, considering their short-term and long-term goals.
- Collaborate with internal specialists to deliver holistic financial solutions, including investment, wealth management, and banking services.
- Assess and manage risks associated with client portfolios and transactions.
- Implement risk mitigation strategies to protect both the client and the institution.

**Key Requirements**:

- Bachelor's degree in Finance, Business, or a related field.
- Proven experience in a client-facing role, preferably in a financial institution.
- Familiarity with the 4 eyes principle and strong adherence to compliance standards.
- Exceptional interpersonal and communication skills.
- Ability to understand and empathise with clients' financial needs.
- Proactive in addressing client concerns and providing effective solutions.
- Demonstrated experience in client acquisition and business development.
- Proven ability to meet and exceed sales targets.
- Strong analytical and problem-solving skills.
- Ability to analyse financial data and market trends to make informed decisions.
- Ability to collaborate effectively with internal teams, including compliance, risk management, and product specialists.
- Foster a positive and collaborative team environment.
- High ethical standards and a commitment to maintaining confidentiality and integrity.
- Adherence to regulatory and compliance standards.

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