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Techconnect.id

Develops technology led finance and energy businesses

Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeJakarta, IndonesiaNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, Business Administration, or a related field is required.
  • A minimum of 3–5 years of experience in wealth management, private banking, or financial services sales is required.
  • A proven track record of managing and growing a client portfolio against assets-under-management or revenue targets is required.
  • Strong knowledge of investment products, financial planning, and capital markets is required.
  • Fluency in English is required.

Responsibilities

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

Desired Qualifications

  • A valid professional certification such as WPPE, CSPA, CFA, or CFP is advantageous; CFA and CFP are identified as a plus.
  • A strong network in the local market is advantageous.

About the Company

Techconnect.id

Develops technology led finance and energy businesses

Techconnect.id brings together an Indonesian business ecosystem spanning technology-enabled financial services, energy and resources, and commercial ventures. Its stated financial activities include financing platforms, stock-market services, and asset management, while its energy interests extend to coal, renewable power, and related technologies. The group also describes ventures in media, streaming, consumer services, and digital education. Through TechConnect Academy and its learning ecosystem, it links education with industry needs and develops professional capabilities for its businesses. TechConnect lists its headquarters in Jakarta, Indonesia.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
Not listed

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