Deskripsi Pekerjaan
Are you a seasoned financial professional looking to redefine wealth management? PT KAYA LAUTAN PERMATA is seeking a high-caliber Senior Relationship Manager to join our dynamic team in Jakarta Selatan. In this pivotal role, you will be at the forefront of our expansion, leveraging our cutting-edge, AI-driven wealth solutions to deliver unparalleled value to our HNWI and UHNWI clients.
We are looking for a strategic thinker who understands the nuances of capital markets and relationship building. You will be responsible for managing a sophisticated portfolio, driving Assets Under Management (AUM) growth, and positioning Kaya as the premier choice for elite investors. If you possess a blend of emotional intelligence, financial acumen, and a passion for fintech innovation, we want to hear from you.
Join us in shaping the future of wealth management in Indonesia, where technology meets personalized, high-touch advisory services.
Tanggung Jawab
- Cultivate and maintain long-term relationships with HNWI/UHNWI clients, acting as their trusted advisor.
- Drive significant AUM growth by identifying new business opportunities and effectively cross-selling Kaya’s AI-driven wealth solutions.
- Develop and implement bespoke investment strategies tailored to the unique financial goals and risk profiles of high-net-worth individuals.
- Conduct regular portfolio reviews and performance analysis to ensure alignment with client objectives.
- Act as a brand ambassador for PT KAYA LAUTAN PERMATA, participating in exclusive industry events and networking forums.
- Collaborate with internal technical and product teams to provide client feedback for continuous platform improvement.
- Ensure full compliance with all regulatory requirements and internal financial policies.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business, or a related field (MBA or CFA/CFP certification is highly preferred).
- Minimum of 5-7 years of experience in Private Banking, Wealth Management, or Investment Advisory.
- Proven track record of managing a high-net-worth portfolio and meeting ambitious AUM growth targets.
- Deep understanding of the Indonesian capital markets, diverse investment instruments, and fintech trends.
- Exceptional communication and negotiation skills, with the ability to influence C-level executives and ultra-high-net-worth individuals.
- Strong proficiency in English and Bahasa Indonesia, both verbal and written.
- High degree of emotional intelligence and professional integrity.
- Self-motivated with an entrepreneurial mindset and ability to work in a fast-paced environment.