Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group
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Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group
About the Role
Greater Jakarta, Indonesia Area
The Company is seeking a Vice President, Treasures Private Client Relationship Manager for its Consumer Banking Group. The successful candidate will be responsible for acquiring and managing a portfolio of Treasures Private Client relationships, delivering customized wealth management and financial planning solutions. This role involves providing professional advisory services across a broad range of investment, treasury, and insurance products tailored to the needs of high-net-worth clients. The VP will be expected to achieve business and financial targets, ensure compliance with regulatory guidelines, and conduct regular portfolio reviews to align investment strategies with clients' financial goals. Applicants must have a Bachelor’s degree or equivalent professional qualification in business, finance, or a related discipline, with a proven track record in wealth management, private banking, or premier banking. Deep knowledge of financial markets, treasury products, structured investments, and wealth advisory solutions is essential. The role requires relevant industry certifications and regulatory licenses for financial advisory and investment sales, as well as exceptional interpersonal and relationship-building skills to engage effectively with affluent clients and internal stakeholders. Strong analytical capabilities, financial acumen, and a solid understanding of risk management principles are also necessary for this position.
Functions:
- Sales/Revenue
- Account Management/Optimization
About the Company
Multinational banking and financial services corporation
Industry
Banking
Type
Public Company (D05)
Age
employees
10,001+
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