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  3. Relationship Manager for Priority Customer (Mandarin Speaker) - Banking

Relationship Manager for Priority Customer (Mandarin Speaker) - Banking

15 〜 30 million Rp

  • RGF HR Agent
  • Location: Jakarta
  • Japanese level:None(+Studying) │Required length of experience:Uncategorized
Date:2024/09/10~2025/03/09

Job summary

Job category Administrative (Human Resources / Finance / Legal / Public Relations)/Management in Management Department
Industry Other/
Employment type Uncategorized
Position level Other
Number of openings 1
Desired entry time -
Required language skill

English (Conversation)

Chinese (Conversation)

Foreign language competence -
Working hours Others
Welfares / Leave systems

Work details

- Develop and maintain strong relationships with high-net-worth clients.
- Understand clients' financial goals and provide tailored wealth management and insurance solutions.
- Conduct regular reviews with clients to assess their financial needs and adjust strategies as necessary.
- Promote and sell the bank's wealth management and insurance products.
- Identify opportunities for cross-selling and up-selling to maximize client value.
- Achieve individual and team sales targets.
- Provide expert advice on investment strategies, portfolio management, and insurance planning.
- Develop comprehensive financial plans that align with clients' objectives and risk tolerance.
- Ensure all activities comply with regulatory requirements and bank policies.
- Maintain accurate records of client interactions, transactions, and service requests.
- Prepare and present regular reports on client portfolios and performance.
- Address client inquiries and resolve issues promptly and professionally.
- Ensure a high level of client satisfaction through proactive communication and exceptional service.
- Stay updated on market trends, financial products, and industry developments.
- Contribute to the development and execution of marketing strategies to attract and retain clients.

・Bachelor's degree in Finance, Business Administration, Economics, or a related field.
・Have WPPE/AAJI certification.
・Minimum of 3 years of experience in wealth management, financial advisory, or insurance sales.
・Proven track record of managing high-net-worth client relationships and achieving sales targets.
・Strong understanding of financial markets, investment products, and insurance solutions.
・Excellent communication, interpersonal, and negotiation skills.
・Ability to analyze financial data and develop customized solutions.
・Proficiency in CRM software and other relevant financial tools.
・Client-focused with a strong commitment to providing exceptional service.
・High level of integrity and professionalism.
・Strong analytical and problem-solving abilities.
・Ability to work independently and as part of a team.

About interview

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Name of person in charge of hiring:

Relationship Manager for Priority Customer (Mandarin Speaker) - Banking

RGF HR Agent

15 〜 30 million Rp

Company overview

RGF HR AgentRelationship Manager for Priority Customer (Mandarin Speaker) - Banking RGF HR AgentRelationship Manager for Priority Customer (Mandarin Speaker) - Banking

RGF HR Agent

Human Resources / Education / Consulting / Professional Services /Staffing / Recruiting

RGF (Recruit Global Family) is the overseas corporation of Recruit Holdings Co., Ltd., Japan's largest talent comprehensive service and information service group enterprise, has started for more than 50 years, based on excellent business philosophy and management experience. Transcend national borders, we will discover new opportunities and possibilities worldwide.
RGF HR Agent provides solid support for the hiring activities of companies and the job-hunting activities of applicants as a general HR service company.
We provide not only regular recruitment but also RPO (Recruitment Process Outsourcing), contracts and so on. We deliver comprehensive services that could only be offered by RECRUIT=RGF, which is number one in Japan in the field of talent introduction, temporary staffing and recruitment information advertising. Having thoroughly met the needs of leading companies in Japan, we will also provide our consummate, high-quality services overseas. RECRUIT=RGF, which is number one in Japan, will continue taking on the challenge of becoming number one in the world.

JAPAN: RGF HR Agent Japan (CDS)
Address: 東京都渋谷区広尾1-13-7恵比寿イーストビル2F
TEL (+81)3-6422-4400
Website: http://www.rgf-hragent.asia/en/japan

CHINA: RGF HR Agent (Shanghai)
Address: 上海市淮海中路8号 蘭生大厦9F
TEL (+86) 21 5331 8000
Website: http://www.rgf-hragent.asia/china

CHINA: RGF HR Agent (Suzhou)
Address: 蘇州市工業園区蘇州大道西1号 世紀金融大厦1615室
TEL (+86) 512 6262 3595
Website: http://www.rgf-hragent.asia/china

CHINA: RGF HR Agent (Beijing)
Address: 北京市朝陽区東三環中路39号建外SOHO,A座902室
TEL (+86) 10 5869 0121
Website: http://www.rgf-hragent.asia/china

CHINA: RGF HR Agent (Tianjin)
Address: 天津市和平区南京路189号津汇広場一号楼1106单元
TEL (+86) 22 2331 1169
Website: http://www.rgf-hragent.asia/china

CHINA: RGF HR Agent (Dalian)
Address: 大连市高新技术产业园区黄浦路537号(七贤路)泰德大厦811室
TEL (+86) 411 8445 7095
Website: http://www.rgf-hragent.asia/china

CHINA: RGF HR Agent (Guangzhou)
Address: 广州市天河区林和西路161号 中泰国际广场A塔1309室
TEL (+86) 20 8527 4585
Website: http://www.rgf-hragent.asia/china

CHINA: RGF HR Agent (Shenzhen)
Address: 深圳市罗湖区嘉宾路2018号深华商业大厦2507室
TEL (+86) 755 8237 5208
Website: http://www.rgf-hragent.asia/china

HONGKONG: RGF HR Agent Hong Kong Limited
Address: Unit 2206, 22/F, Wu Chung House, 213 Queen’s Road East, Wan Chai, Hong Kong
TEL (+852) 2537 2557
Website: http://www.rgf-hragent.asia/en/hongkong

VIETNAM: RGF HR Agent Vietnam Co., Ltd.
Address: RM903 Central Plaza 17 Le Duan St., Dist 1 Ho Chi Minh City
TEL (+84) 8 3911 5800
Website: http://www.rgf-hragent.asia/en/vietnam

THAILAND: RGF HR Agent Recruitment (Thailand) Co., Ltd.
Address: 689 BHIRAJ TOWER at EmQuartier, 23rd Floor, Room No. 2304-2306 Sukhumvit Road, North Klongton Sub-District, Vadhana District, Bangkok 10110
TEL (+66)2-021-0333
Website: http://www.rgf-hragent.asia/thailand/

SINGAPORE: RGF HR Agent Singapore Pte. Ltd.
Address: 71 Robinson Road #05-04 Singapore 068895
TEL (+65) 6221 7437
Website: http://www.rgf-hr.com.sg/

INDIA: RGF Select India Private Limited
Address: 704-705-706, 7th Floor, Vatika City Point, MGRoad, Gurgaon 122002
TEL (+91)124 4139711
Website: http://www.rgf-hragent.asia/en/india

INDONESIA: PT. RGF Human Resources Agent Indonesia
Address: Jakarta Office: Graha Pratama, P1F (21F), Jl. M.T.Haryono Kav. 15, Jakarta 12810, Indonesia
TEL (+62) 21 8378 2866
Website: http://www.rgf-hragent.asia/en/indonesia

Company profile

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