# Relationship Manager

**Company:** [Techconnect.id](null/companies/3mXoFYHTjf5r9Sf8Rb6SJs.md)
**Location:** Jakarta, Indonesia
**Workplace:** on site
**Employment type:** Full-time
**Department:** Group Companies

[Apply for this job](null/view/2afd3b46-c77f-4955-9d1b-3c4b4975d428)

## Description

-   Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor
-   Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning
-   Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.)
-   Conduct regular portfolio reviews and proactively communicate market insights to clients
-   Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition
-   Identify referral opportunities and expand the client base through networking and client advocacy
-   Ensure full compliance with internal policies, KYC requirements, and applicable regulations
-   Collaborate with investment, legal, and operations teams to deliver a seamless client experience

## Requirements

-   Bachelor's degree in Finance, Economics, Business Administration, or a related field
-   Minimum 3–5 years of experience in wealth management, private banking, or financial services sales
-   Proven track record of managing and growing a client portfolio (AUM or revenue targets)
-   Strong knowledge of investment products, financial planning, and capital markets
-   Excellent communication, presentation, and relationship-building skills
-   Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)
-   High integrity, professionalism, and a client-first mindset
-   Fluent in English; strong network in the local market is an advantage