Relationship Manager (Senior) - Priority Wealth Management

Job Requirements:

• At least minimum 6 years of experience in Wealth Management, Financial Advisory, or a related field;
• Having work experiences from Banking (Funding Wealth) & Securities background are welcome.
• Proven track record of managing high-net-worth client relationships and growing a client base;
• Strong knowledge of financial products (Mutual Funds/Reksadana, Bonds, Equity) Services, and Markets;
• Excellent communication and interpersonal skills;
• Strong sales driven and problem-solving abilities;
• Ability to work under pressure and meet tight deadlines;
• High level of integrity and professionalism;
• Having WPPE License is mandatory and relevant financial certifications (CFA, CFP, etc.) are preferred.

Job Description:

• Develop and maintain long-term relationships with high-net-worth clients, conduct regular meetings and reviews with clients to understand their financial needs and goals;
• Manage and optimize clients' investment portfolios, monitor market conditions and adjust client portfolios as necessary to achieve desired outcomes;
• Identify, acquire new high-net-worth clients & develop and implement strategies to increase assets under management;
• Provide exceptional customer service, respond promptly to client inquiries and requests & address and resolve any client issues or concerns effectively;
• Work closely with other departments to provide integrated financial solutions & coordinate with product specialists to deliver bespoke solutions for clients.