About this role
PT Bank CTBC Indonesia
Your Career Our Future Responsible for building and maintaining strong, long-lasting relationships with a portfolio of high-value clients, ensuring their financial needs are met and contributing to the bank's growth.
Job Responsibilities:** * Proactively identify and engage with existing and potential high-net-worth individuals and corporate clients to understand their financial objectives and provide tailored solutions. * Develop and execute client relationship strategies to enhance client satisfaction, retention, and loyalty. * Advise clients on a wide range of banking products and services, including deposits, loans, investments, and wealth management solutions. * Monitor client portfolios and market trends to identify opportunities for cross-selling and up-selling relevant products. * Prepare and present financial proposals and recommendations to clients, ensuring clarity and accuracy. * Collaborate with internal departments (e.g., product development, credit, legal) to ensure seamless service delivery and resolve client issues efficiently. * Maintain a thorough understanding of regulatory requirements and compliance standards. * Achieve assigned sales and revenue targets while adhering to the bank's policies and procedures. * Prepare regular reports on client activities, portfolio performance, and market insights.
Job Qualifications:** * Bachelor's degree in Finance, Business Administration, Economics, or a related field. Master's degree preferred. * Minimum of 3-5 years of experience in relationship management or a similar client-facing role within the banking or financial services industry, preferably with a focus on high-net-worth or corporate clients. * Proven track record of achieving sales targets and building strong client relationships. * Excellent understanding of banking products, financial markets, and investment instruments. * Strong communication, negotiation, and interpersonal skills. * Ability to build trust and rapport with diverse client segments. * Highly organized with strong analytical and problem-solving abilities. * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). * Fluency in Bahasa Indonesia and English, both written and spoken. * Possess relevant financial certifications (e.g., WAPERD, WPPE) is a plus.