Relationship Manager Priority (AM - AVP Level)
Michael Page
Tanggal: 3 minggu yang lalu
Kota: Pekerjaan jarak jauh, Pekerjaan jarak jauh
Jenis kontrak: Penuh waktu
Jarak jauh
- Banking|Priority Client
One of Indonesia's leading private banks.
Job Description
- Build and maintain strong relationships with high-net-worth clients by understanding their financial needs and offering tailored banking solutions.
- Proactively manage a portfolio of priority clients, providing personalised advisory services across wealth management, investments, insurance, and deposits.
- Identify and cultivate new business opportunities to expand the priority banking client base through networking, referrals, and market insights.
- Collaborate with internal teams, such as product specialists, wealth advisors, and operations, to ensure smooth service delivery and cross-selling opportunities.
- Monitor and manage client's portfolios, ensuring compliance with internal policies and external regulations.
- Provide exceptional after-sales service, promptly resolving client inquiries and issues to maintain high customer satisfaction and retention.
- Stay updated on market trends and financial products to offer innovative solutions aligned with client's financial goals.
- Proven experience in managing high-net-worth or priority clients within the banking or financial industry.
- Strong knowledge of wealth management products, including investments, insurance, and loans.
- Excellent relationship-building, communication, and interpersonal skills.
- Sales-driven mindset with the ability to meet and exceed targets.
- Good understanding of regulatory frameworks and compliance in financial services.
- High level of integrity, professionalism, and customer service orientation.
Competitive salary and performance-based bonuses.
Opportunities for career growth and professional development.
A collaborative and dynamic work environment that fosters innovation
Contact: Lawrencia Lazuardi
Quote job ref: JN-082024-6513836
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