Wealth Relationship Manager

3 days ago

Singapore P.T. BANK NEGARA INDONESIA (PERSERO) TBK Full time
Roles & Responsibilities

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

Tell employers what skills you have

Wealth Management
Audit and Compliance
Referrals
Treasury
Middle Office
Regulatory Compliance
Financial Planning
Interpersonal Skills
Relationship Management
Market Analysis
Transparency
Bahasa Indonesia
Banking
Disposition
Able To Work Independently

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