job description
Join Standard Chartered, a global leader in banking and financial services, as a Senior Relationship Manager for Priority Clients in the vibrant and growing market of Bali, Indonesia. This is a unique opportunity to shape the financial future of high-net-worth individuals while expanding your professional network in one of the world’s most dynamic regions.
In this role, you will be at the forefront of delivering personalized wealth management solutions, fostering long-term relationships with affluent clients, and driving business growth through strategic financial advisory. Bali’s thriving expatriate and local elite community offers a rich client base, and your expertise will be pivotal in helping them achieve their financial aspirations.
Standard Chartered is committed to excellence, innovation, and integrity, and we empower our team with the tools, training, and autonomy to succeed. With a competitive compensation package, performance bonuses, and career advancement opportunities, this role is designed for ambitious professionals who thrive in a client-centric environment.
If you are a results-driven, relationship-focused banking professional with a passion for wealth management, we invite you to apply and take the next step in your career with a bank that values your expertise and rewards your success.
Responsibility
- Client Portfolio Management: Develop and maintain a portfolio of high-net-worth clients, providing tailored financial solutions to meet their investment, lending, and wealth preservation needs.
- Financial Advisory: Offer expert advice on a range of financial products, including private banking, investment portfolios, insurance, and credit facilities.
- Business Development: Identify and acquire new priority clients through networking, referrals, and targeted outreach in Bali’s premium market segments.
- Relationship Nurturing: Build and sustain trust-based relationships with clients through regular engagement, personalized service, and proactive financial planning.
- Cross-Selling Opportunities: Collaborate with internal teams to cross-sell banking products and services, maximizing client value and revenue growth.
- Compliance & Risk Management: Ensure all client interactions and transactions adhere to regulatory standards, internal policies, and anti-money laundering (AML) protocols.
- Market & Trend Analysis: Stay abreast of economic trends, market conditions, and competitor offerings to provide informed, strategic advice to clients.
- Performance Reporting: Prepare and present regular reports on portfolio performance, client satisfaction, and business metrics to senior management.
Qualifications
- Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A Master’s degree or professional certifications (e.g., CFA, CFP) are a plus.
- Experience: Minimum of 5 years in relationship management, private banking, or wealth management, with a proven track record of managing high-net-worth client portfolios.
- Industry Knowledge: Deep understanding of financial markets, investment products, and banking regulations in Indonesia and internationally.
- Client-Facing Skills: Exceptional communication, negotiation, and interpersonal skills with the ability to build rapport with diverse clientele.
- Sales Acumen: Strong ability to identify client needs, propose solutions, and close deals in a competitive environment.
- Technical Proficiency: Familiarity with CRM systems, financial analysis tools, and banking software.
- Language Skills: Fluency in English is mandatory; proficiency in Bahasa Indonesia is highly advantageous.
- Soft Skills: Self-motivated, detail-oriented, and capable of working independently in a fast-paced, target-driven environment.