job description
Join Mandiri Andalan Utama as a Client Relationship Officer in the heart of Bali and take your career in financial services to the next level. This role offers a unique opportunity to build lasting relationships with high-value clients while enjoying a competitive compensation package, including base salary aligned with regional standards (UMK), performance incentives, comprehensive BPJS coverage, and attendance rewards.
As a trusted advisor, you will play a pivotal role in understanding client needs, offering tailored banking solutions, and driving business growth in one of Indonesia’s most dynamic markets. Bali’s thriving economy and diverse clientele provide the perfect backdrop for a rewarding career in relationship management.
Whether you’re based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, this position offers the flexibility to engage with clients across Bali’s key business hubs. Mandiri Andalan Utama is committed to fostering professional development, ensuring you have the tools and support to excel in this client-facing role.
Responsibility
- Develop and maintain strong relationships with a portfolio of high-net-worth clients, ensuring their financial needs are met with personalized solutions.
- Identify and pursue new business opportunities through proactive outreach, networking, and referrals.
- Conduct thorough financial assessments to recommend suitable banking products, including loans, investments, and deposit accounts.
- Monitor client accounts to ensure compliance with banking regulations and internal policies.
- Collaborate with cross-functional teams (e.g., credit, risk, and product development) to deliver seamless client experiences.
- Achieve monthly and quarterly sales targets while maintaining high standards of service quality.
- Stay updated on market trends, competitive offerings, and regulatory changes to provide informed advice.
- Prepare and present regular reports on client portfolios, performance metrics, and market insights to management.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related field; a master’s degree is a plus.
- Minimum 2 years of experience in relationship management, sales, or client service within the banking or financial sector.
- Proven track record of meeting or exceeding sales targets in a client-facing role.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with diverse clients.
- In-depth knowledge of banking products, financial markets, and regulatory requirements.
- Proficiency in CRM software and Microsoft Office Suite (Excel, PowerPoint).
- Fluency in English and Indonesian; additional languages are a plus.
- Self-motivated, results-driven, and able to work independently in a fast-paced environment.