job description
Are you a dynamic and customer-focused financial professional looking to make a meaningful impact in the banking sector? Good Job Creations is seeking a dedicated Relationship Manager (Financial) to join our team in Bali. In this role, you will serve as a trusted advisor to individual retail customers, guiding them through a comprehensive suite of personal banking and financial products. Your expertise will help clients achieve their financial goals while fostering long-term relationships built on trust and exceptional service.
Based in the vibrant regions of Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you will have the opportunity to work in a collaborative environment that values innovation and customer satisfaction. This position offers a competitive salary range of $4,000 - $5,500 per month, along with opportunities for professional growth and development.
If you are passionate about finance, possess strong interpersonal skills, and thrive in a client-facing role, we invite you to apply and become a key player in our mission to deliver outstanding financial solutions.
Responsibility
- Build and maintain strong relationships with retail banking customers, understanding their financial needs and objectives.
- Provide expert advice on a range of personal banking products, including savings accounts, loans, credit cards, and investment options.
- Conduct financial assessments to recommend tailored solutions that align with clients' short-term and long-term goals.
- Collaborate with internal teams to ensure seamless delivery of banking services and resolve customer inquiries efficiently.
- Stay updated on market trends, regulatory changes, and new financial products to offer informed recommendations.
- Achieve sales targets by promoting banking products and services while maintaining high standards of customer service.
- Prepare and present financial reports, proposals, and presentations to clients as needed.
- Uphold compliance with banking regulations and company policies to ensure ethical and secure financial practices.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3 years of experience in retail banking, financial advisory, or relationship management.
- Strong knowledge of personal banking products, financial planning, and investment strategies.
- Excellent communication and interpersonal skills, with the ability to build rapport with diverse clients.
- Proven track record of meeting or exceeding sales targets in a customer-facing role.
- Proficiency in financial software and CRM tools to manage client relationships effectively.
- Relevant certifications (e.g., CFP, CFA) are a plus but not required.
- Fluency in English; additional languages are an advantage.