Relationship Manager – Techconnect.id

Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor. Understand clients’ financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning. Recommend suitable investment products (mutual funds, bonds, structured products, etc.), conduct regular portfolio reviews, and achieve targets related to assets under management (AUM), revenue, and client acquisition.

– Bachelor’s degree in Finance, Economics, Business Administration, or a related field

– Minimum 3–5 years of experience in wealth management, private banking, or financial services sales

– Proven track record of managing and growing a client portfolio (AUM or revenue targets)

– Strong knowledge of investment products, financial planning, and capital markets

– Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)

– Fluent in English; strong network in the local market is an advantage

If you are interested, please apply through:

https://apply.workable.com/techconnect/j/3E30B26FAF/