Relationship Manager
About the job
- 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.
- 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.
- 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 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
N/A
Total Funding
N/A
Headquarters
N/A
Founded
N/A
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Simplify's Take
What believers are saying
- Personalized learning: MyLearning matches employee courses to aspirations, learning history, function, and interests.
- Health access: the employee app connector+ includes DokterIN teleconsultation through MindfulHub.
- Engineering development: the senior backend role includes mentoring junior and mid-level engineers and setting technical standards.
What critics are saying
- Vendor employment: backend engineering advertises a changeable two-year fixed term with full on-site hours in Tangerang.
- Audit backlog: the accounting manager must bring ten entities without regular audits into the audit process.
- Specialist entry bar: investment-product applicants need five to eight years of experience and a completed structured transaction.
What makes Techconnect.id unique
- Incubation route: the hackathon gives participating teams access to industry-expert training through an incubation program.
- Cross-border administration: the group accounting-manager remit spans thirteen local entities and twenty-three offshore entities.
- Product structuring: the investment role covers asset selection, financial modelling, due diligence, regulatory submissions, and covenant monitoring.
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