Senior Relationship Manager - Financial Advisory

Private Financial Services Firm · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 60,000,000 - 90,00,000
We are seeking a highly skilled and experienced Senior Relationship Manager to join our team in Bali. In this role, you will be responsible for building and maintaining strong client relationships, providing exceptional financial advisory services, and contributing to the growth of our firm. If you are passionate about financial services and have a proven track record of success, we encourage you to apply.

📋 Tanggung Jawab Pekerjaan

Develop and maintain strong client relationships through regular communication and personalized service.,Provide comprehensive financial advisory services, including investment planning, risk management, and retirement planning.,Identify and pursue new business opportunities to grow the client base and increase revenue.,Monitor market trends and economic conditions to provide informed advice to clients.,Collaborate with cross-functional teams to ensure seamless service delivery and client satisfaction.,Conduct regular client reviews and meetings to assess needs and provide tailored solutions.,Stay up-to-date with industry regulations and best practices to ensure compliance and maintain a competitive edge.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in financial advisory or a related role.,Proven track record of building and maintaining strong client relationships.,Strong understanding of investment products, risk management, and retirement planning.,Excellent communication, negotiation, and interpersonal skills.,Proficiency in English and Bahasa Indonesia.,Knowledge of financial regulations and compliance requirements.,Certifications such as CFA, CFP, or equivalent are a plus.

🛠️ Keahlian

Financial advisoryClient relationship managementInvestment planningRisk managementRetirement planningMarket analysisNegotiationCommunication
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