Deskripsi Pekerjaan
Are you an experienced wealth management professional looking to elevate your career in the prestigious Private Banking sector? Elitez Group is seeking a highly motivated and client-centric Relationship Manager to join our team in the heart of the Central Region. In this pivotal role, you will be responsible for managing a portfolio of high-net-worth individuals, providing bespoke financial advice, and driving growth through strategic client acquisition.
As a Relationship Manager, you will serve as the primary point of contact for our affluent clients, ensuring they receive world-class service tailored to their unique financial goals. We are looking for an individual with a deep understanding of financial markets, investment products, and regulatory compliance. This is a permanent opportunity for a candidate who excels at building long-term, trust-based relationships and has a proven track record in exceeding sales targets.
At Elitez Group, we value innovation, integrity, and excellence. We provide a collaborative environment where you can leverage our extensive resources to deliver superior value to your clients while advancing your professional growth within the banking industry.
Tanggung Jawab
- Manage and grow a dedicated portfolio of high-net-worth clients by providing expert financial guidance and investment solutions.
- Proactively identify and prospect new business opportunities to expand our client base in the Central region.
- Conduct regular financial health reviews and provide personalized asset allocation advice based on client risk profiles.
- Collaborate with internal product specialists, tax advisors, and estate planners to deliver comprehensive wealth management services.
- Maintain high levels of client satisfaction through responsive service and proactive communication.
- Ensure all activities are strictly aligned with banking regulations, KYC standards, and internal compliance policies.
- Prepare and present professional investment proposals and portfolio performance reports to clients.
Kualifikasi
- Bachelor’s degree in Finance, Banking, Economics, or a related professional discipline.
- Minimum of 3-5 years of experience in Private Banking, Wealth Management, or high-end priority banking roles.
- Solid understanding of investment products (Equities, Fixed Income, Funds, Derivatives, and Structured Products).
- Strong proficiency in financial analysis and market trend interpretation.
- Exceptional interpersonal, negotiation, and communication skills with the ability to influence stakeholders.
- Relevant professional certifications (e.g., CACS, CMFAS modules, or equivalent) are highly preferred.
- High level of professional ethics and a commitment to maintaining client confidentiality.