Relationship Manager - Senior Manager ; AVP Level

Key Responsibilities

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients
• Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
• Perform continuous market analysis to identify potential client leads and opportunities
• Provide financial planning and advisory services aligning to clients' needs and investment profile
• Embarking on a proactive relationship management to strengthen, deepen and delight client's relationship with existing customers, hence building a strong foundation for customer growth
• Ensure coverage of all relationships through client's engagement, risk profiling and financial planning
• Understand customers' banking and financial needs and recommend suitable solutions to meet these needs
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
• Deals with most problems independently and has some latitude to solve complex problems

Compliance, Risk & Control

• Ensure that KYC/AML and other compliance norms are strictly adhere to
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements

• The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients' portfolio (Priority/Premier banking)
• Completion Certification CMFAS and licenses
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• Highly driven and possess the ability to succeed within a challenging environment
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs
• Speaking Bahasa Indonesia is preferably