Relationship Manager (Senior) - Priority Wealth Management : Karirhub

Relationship Manager (Senior) - Priority Wealth Management

KOTA ADM. JAKARTA SELATAN, DKI JAKARTA

Diposting Sebulan yang lalu • Kuota tersedia: 1

Bidang pekerjaan

Pemasaran (Non-Teknis)

Jenis pekerjaan

Full time

Tipe pekerjaan

Lowongan dalam negeri

Jenis kelamin

Laki-laki / Perempuan

Rentang gaji

Dirahasiakan

Jumlah lowongan

Deskripsi Pekerjaan

Develop and maintain long-term relationships with high-net-worth clients, conduct regular meetings and reviews with clients to understand their financial needs and goals;Manage and optimize clients' investment portfolios, monitor market conditions and adjust client portfolios as necessary to achieve desired outcomes;Identify, acquire new high-net-worth clients & develop and implement strategies to increase assets under management;Provide exceptional customer service, respond promptly to client inquiries and requests & address and resolve any client issues or concerns effectively;Work closely with other departments to provide integrated financial solutions & coordinate with product specialists to deliver bespoke solutions for clients.

Persyaratan Khusus

Persyaratan Umum

Minimal pendidikan

Sarjana

Status pernikahan

Tidak ada preferensi

Minimal pengalaman

4 tahun

Kondisi fisik

Non Disabilitas

Keterampilan

Microsoft Office