About the role
AI summarisedSenior Relationship Manager role at a bank, managing high-net-worth clients from South Asia (Indonesia). Responsible for acquiring and deepening client relationships, providing wealth management and investment advisory services, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Acquire and manage a portfolio of high-net-worth clients from the South Asia (Indonesia) market.
- Provide tailored wealth management and investment advisory solutions to meet client needs.
- Proactively identify cross-selling opportunities across banking products and services.
- Monitor and review client portfolios to ensure alignment with investment objectives and risk tolerance.
- Ensure compliance with all regulatory requirements, including AML and KYC procedures.
- Build and maintain strong relationships with clients to enhance customer loyalty and retention.
- Collaborate with internal teams to deliver seamless client service and product solutions.
- Stay updated on market trends, economic developments, and investment opportunities.
Requirements
- Minimum 5 years of experience in relationship management or wealth management in the banking industry.
- Proven track record in acquiring and managing high-net-worth clients, particularly from the South Asia (Indonesia) region.
- Strong knowledge of investment products, portfolio management, and credit analysis.
- Excellent communication and interpersonal skills, with fluency in English and Mandarin.
- Proficiency in Bahasa Indonesia is highly preferred.
- Relevant certifications such as CFA or CIMA are preferred.
- Bachelor's degree in Business, Finance, Economics, or a related field.
- Strong understanding of AML and KYC regulations.
- Ability to work independently and as part of a team in a fast-paced environment.
- Good network of contacts within the Indonesian high-net-worth community.