Relationship Manager

<ul>
<li>Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor</li>
<li>Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning</li>
<li>Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.)</li>
<li>Conduct regular portfolio reviews and proactively communicate market insights to clients</li>
<li>Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition</li>
<li>Identify referral opportunities and expand the client base through networking and client advocacy</li>
<li>Ensure full compliance with internal policies, KYC requirements, and applicable regulations</li>
<li>Collaborate with investment, legal, and operations teams to deliver a seamless client experience</li>
</ul><h2>Requirements</h2><ul>
<li>Bachelor's degree in Finance, Economics, Business Administration, or a related field</li>
<li>Minimum 3–5 years of experience in wealth management, private banking, or financial services sales</li>
<li>Proven track record of managing and growing a client portfolio (AUM or revenue targets)</li>
<li>Strong knowledge of investment products, financial planning, and capital markets</li>
<li>Excellent communication, presentation, and relationship-building skills</li>
<li>Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)</li>
<li>High integrity, professionalism, and a client-first mindset</li>
<li>Fluent in English; strong network in the local market is an advantage</li>
</ul>