Senior Relationship Manager Indonesian Market

7 days ago

Singapore ONEROCK INVESTMENTS PTE. LTD. Full time

As Senior Relationship Manager you are the primary point of contact between clients and the Employer. You act as an ambassador for the Employer externally and are a role model internally. You are responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth clients.

You will have to perform your duties according to the following job description:

- Deliver comprehensive wealth management solutions to meet both clients’ and Indonesian Markets’ needs.
- Respond to all client needs in a timely and professional manner.
- Provide appropriate investment advice in line with the Employer’s policy and asset allocation.
- Active monitoring of client investment portfolios and collateral situations.
- Ensure consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference.
- Work in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients.
- Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet).
- Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Employer to ensure continuous improvement and adaptation in line with the multi-family office market trends.
- Comply with the Employer’s internal policies, as well as all relevant industry rules and regulations.
- Develop and implement new marketing strategies in conjunction with the Indonesian Market Head.
- Embrace new processes and product initiatives.
- Participate in ad-hoc projects as required by the Head of Wealth Management.
- Foster discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements).
- Compliance with all Employer and industry wealth management rules and regulations.
- Demonstrate appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.

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