Relationship Manager - West Java - WFO (713193)

About the role

Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers. Identify customer needs and provide suitable wealth management and investment solutions. Acquire new customers and expand the existing customer portfolio through referrals, networking, and proactive prospecting.

Key responsibilities

• Manage and develop relationships with Affluent, Preferred, Premier, and HNW customers
• Identify customer needs and provide suitable wealth management and investment solutions
• Achieve individual sales, revenue, and AUM targets
• Acquire new customers and expand the existing customer portfolio through referrals, networking, and proactive prospecting
• Promote and cross-sell financial products, including mutual funds, bonds, deposits/funding, insurance, investments, and foreign exchange
• Maintain strong relationships with existing customers to increase engagement, AUM, and product penetration
• Provide investment solutions aligned with customers' financial goals and risk profiles
• Ensure compliance with applicable banking policies, regulations, and procedures

About you

• Minimum 3–5 years of experience in Relationship Management, Wealth Management, Personal Banking, Personal Financial Advisory, or a similar role
• Proven experience handling Affluent, Premier, Preferred, or HNW customers
• Strong sales orientation with a proven track record of achieving sales, revenue, or AUM targets
• Good knowledge and experience in wealth management and investment products, particularly mutual funds, bonds, funding products, insurance, and/or foreign exchange
• Minimum Bachelor's Degree (S1) from a recognized university. D3 graduates with exceptionally strong relevant experience may also be considered
• Relevant certifications such as WAPERD, AAJI, and/or WPPE are highly preferred
• Strong communication, relationship-building, negotiation, and customer acquisition skills
• Stable employment history with a minimum of 1–2 years in the same company preferred