Job description for Relationship Manager at OCBC Sekuritas Indonesia
📍Placement: Gedung Bursa Efek Indonesia, Tower 2, Jl. Jend. Sudirman kav 52-53 Lt 29 Suite 2901, Jakarta Selatan
Qualification:
- Minimum Bachelor's degree in Business, Finance, Economics or related field
- Min. of 3-4 years of experience in relationship management, corporate banking, or client service roles
- Fluent in English both spoken and written
Job Description: - Build and maintain long-term relationships with High Net Worth Individuals (HNWI), affluent, and corporate clients.
- Manage and grow clients' investment portfolios
- Identify clients' financial goals and recommend suitable investment solutions
- Acquire new clients through referrals, networking, and business development activities.
- Conduct regular portfolio reviews and investment consultations
- Cross-sell OCBC Group financial products and services.
- Collaborate with internal stakeholders to deliver integrated financial solutions.
- Ensure compliance with regulatory requirements and internal policies.
- Resolve client issues promptly while maintaining service excellence.
- Monitor market developments to identify investment opportunities for clients.
