Relationship Manager

• Deskripsi pekerjaan Relationship Manager 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 4 - 5 years
• of experience in Securities Industries as Relationship Manager, 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.