Relationship Manager - Central Java - WFO (ID: 713194)

About the role

Acquire new customers and manage existing HNW/Affluent/Premier portfolios. Drive portfolio growth, revenue, and sales targets while handling a wide range of financial products, including mutual funds, bonds, funding products, investments, insurance, and foreign exchange (forex). Build and maintain strong customer relationships through engagement, sales activities, and portfolio reviews.

Key responsibilities

• Acquire new customers and manage existing HNW/Affluent/Premier portfolios
• Drive portfolio growth, revenue, and sales targets
• Handle a wide range of financial products, including mutual funds, bonds, funding products, investments, insurance, and foreign exchange (forex)
• Build and maintain strong customer relationships
• Conduct customer engagement, sales activities, and portfolio reviews

About you

• Minimum Bachelor's Degree (S1)
• 3–5 years of experience in Relationship Management, Wealth Management, Personal Banking, or similar roles
• Strong target-oriented and revenue-driven mindset
• Experience handling HNW/Affluent/Premier/Preferred Banking customers
• Strong knowledge of mutual funds, bonds, funding products, investments, insurance, and forex
• WAPERD, AAJI, WPPE, or relevant certifications are highly preferred
• Strong communication and relationship-building skills