Relationship Manager - Priority & Commercial WFO

Relationship Manager - Priority & Commercial - Jakarta - WFO ()

Acquire new customers (individual and/or corporate) to achieve sales and revenue targets.

Manage and grow existing customer portfolios.

Offer appropriate financial solutions including:
Investment & Wealth Management products (mutual funds, bonds, etc.) and Commercial lending products (working capital loans, investment loans, etc.)

Conduct financial analysis and identify cross-selling opportunities.

Maintain strong relationships with high-net-worth individuals and/or business owners.

Ensure compliance with internal policies and regulatory requirements.

Requirements:

Minimum Bachelor’s Degree in any major.

Experience as Relationship Manager in:
Wealth Management / Funding (min. 2 years), and/or Commercial / SME / Enterprise Banking (min. 5 years preferred).

Strong knowledge of investment products and/or commercial lending products.

Good understanding of financial analysis (for lending exposure).

Target-oriented with strong sales drive.

Excellent communication and relationship-building skills.

WPPE certification is a plus (for Wealth Management background)