Relationship Manager

Techconnect.id· Group Companies
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📍 Jakarta, Jakarta, IndonesiaFull time

About this role

  • Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor
  • Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning
  • Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.)
  • Conduct regular portfolio reviews and proactively communicate market insights to clients
  • Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition
  • Identify referral opportunities and expand the client base through networking and client advocacy
  • Ensure full compliance with internal policies, KYC requirements, and applicable regulations
  • Collaborate with investment, legal, and operations teams to deliver a seamless client experience
  • 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
  • Excellent communication, presentation, and relationship-building skills
  • Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)
  • High integrity, professionalism, and a client-first mindset
  • Fluent in English; strong network in the local market is an advantage

Frequently Asked Questions

Is the salary disclosed for the Relationship Manager position at Techconnect.id?
The salary for this Relationship Manager role at Techconnect.id is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Relationship Manager position at Techconnect.id located?
This Relationship Manager role at Techconnect.id is based in Jakarta, Jakarta, Indonesia. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Relationship Manager role at Techconnect.id full-time or part-time?
This is listed as a Full time position. It is posted as a Relationship Manager role in the Group Companies department at Techconnect.id.
Which team or department does the Relationship Manager at Techconnect.id belong to?
This Relationship Manager position is part of the Group Companies department at Techconnect.id. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Relationship Manager position at Techconnect.id?
Click the "Apply Now" button on this page. You will be redirected to Techconnect.id's official application portal hosted on workable where you can submit your application directly.
When was the Relationship Manager job at Techconnect.id posted?
This Relationship Manager position at Techconnect.id was posted on Sep 7, 2026. Apply as soon as possible — early applications are often reviewed first.
Relationship Manager
Techconnect.id
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