Relationship Manager

Jakartaonsitemanager

Posted 1mo ago · via Workable

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About this role

Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.) Conduct regular portfolio reviews and proactively communicate market insights to clients Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition Identify referral opportunities and expand the client base through networking and client advocacy Ensure full compliance with internal policies, KYC requirements, and applicable regulations Collaborate with investment, legal, and operations teams to deliver a seamless client experience Requirem…

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What we'd score you on

reqspace match rubric

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Skills match

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Level fit

This role is manager-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Jakarta. We weight your proximity and willingness to relocate.

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