Premier Relationship Manager - Bali Branch

HSBC · 📍 Bali · Diposting 2026-10-07
FULL_TIME⭐ TERVERIFIKASI
IDR 50,000,000 - 80,000,000

HSBC Indonesia is seeking a highly motivated and experienced Premier Relationship Manager to join our dynamic team in Bali. In this role, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, ensuring their financial needs are met with excellence.

As a Premier Relationship Manager, you will have the opportunity to work closely with a diverse portfolio of clients, providing personalized financial solutions and advice. Your success will be measured by the growth and retention of our client base, as well as the delivery of exceptional service and value.

If you are a proactive, results-driven professional with a passion for financial services and a commitment to delivering outstanding client experiences, we would love to hear from you.

📋 Tanggung Jawab Pekerjaan

Tanggung Jawab:

  • Build and maintain strong relationships with high-net-worth clients.
  • Provide personalized financial solutions and advice to meet client needs.
  • Manage and grow the client portfolio through strategic cross-selling and up-selling.
  • Ensure compliance with all regulatory requirements and internal policies.
  • Monitor client accounts and provide regular reviews and reports.
  • Act as a trusted advisor, offering expert guidance on financial products and services.
  • Collaborate with other teams to deliver exceptional client experiences.
  • Represent HSBC at industry events and networking opportunities.

    • 🎓 Kualifikasi & Syarat

    Kualifikasi:

  • Bachelor's degree in Finance, Business, or a related field.
  • Minimum of 5 years of experience in a relationship management or financial advisory role.
  • Strong understanding of financial products and services, particularly in the areas of wealth management, investment, and insurance.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proven track record of achieving sales targets and growing client portfolios.
  • Strong analytical and problem-solving skills.
  • Fluency in English and Bahasa Indonesia.
  • Valid professional certification (e.g., CFA, CPA, or equivalent) is a plus.

    • 🛠️ Keahlian

    Financial advisoryrelationship managementclient portfolio growthfinancial productssalescommunicationproblem-solving
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