User Growth/Relationship Manager handling High-Net-Worth Individual client portfolios for a prominent Fintech Unicorn in Indonesia. Focused on building relationships and driving user growth through tailored engagement strategies.
Responsibilities
Manage and grow a portfolio of High-Net-Worth Individual (HNWI) clients.
Build and maintain strong, trust-based relationships with key clients.
Develop personalized engagement and growth strategies tailored to each client’s financial goals.
Identify upselling and cross-selling opportunities to maximize client lifetime value.
Monitor portfolio performance and proactively provide insights or recommendations.
Collaborate with internal teams (product, marketing, operations, compliance) to ensure seamless client experience.
Stay updated on market trends, investment products, and competitor offerings.
Requirements
2 - 8 years of experience in relationship management, wealth management, private banking, or account management.
Bachelor’s degree in Business, Finance, Economics, Marketing, or related field.
Proven experience managing HNWI or premium client portfolios is a plus
Strong understanding of financial products (investments, trading, wealth products, etc.) is preferred.
Strong analytical skills with the ability to interpret portfolio and growth data.
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