ASSOCIATE - SNR ASSOCIATE, Treasures Relationshp Manager, Semarang, Consumer Banking Group
Core
Provide personalized wealth management solutions to high-net-worth clients within the Treasures segment.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Investment, banking, and insurance products for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, private banking, financial planning, investment, portfolio management, client relationship management, sales target achievement
Responsibilities
Proactively identify client needs and recommend appropriate products, maintain strong client relationships through regular communication, collaborate with cross-functional teams to deliver seamless client experience, achieve individual and team sales targets while adhering to compliance and risk management policies
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