Client Relationship Officer - Premium Banking Services

Join Mandiri Andalan Utama, a trusted name in Indonesia’s financial sector, as a Client Relationship Officer in the vibrant heart of Bali. This is a unique opportunity to build lasting relationships with high-value clients while contributing to the growth of our Premium Banking Services. As a Client Relationship Officer, you will be the face of our bank, providing exceptional service and advice to our most important clients, ensuring their financial needs are met with the highest level of professionalism.

At Mandiri Andalan Utama, we are committed to delivering superior customer service and fostering strong, long-term relationships with our clients. Our Premium Banking Services team is at the forefront of this commitment, offering tailored solutions to meet the unique needs of our high-net-worth and ultra-high-net-worth clients. In this role, you will use industry-leading tools like Salesforce and Microsoft Dynamics to manage client interactions, track progress, and ensure seamless service delivery.

📋 Tanggung Jawab Pekerjaan

• Build and maintain strong relationships with high-value clients, understanding their financial needs and providing tailored solutions.
• Manage client portfolios, ensuring all financial products and services are aligned with client objectives.
• Provide exceptional customer service, addressing client inquiries and concerns promptly and professionally.
• Utilize Salesforce and Microsoft Dynamics to track client interactions, manage accounts, and monitor performance.
• Collaborate with cross-functional teams to ensure a cohesive and integrated client experience.
• Stay up-to-date with industry trends, regulations, and best practices in premium banking services.
• Identify upsell and cross-sell opportunities to enhance client value and loyalty.
• Participate in training and development programs to continuously improve skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Business Administration, Finance, or a related field.
• 3-5 years of experience in client relationship management, preferably in the banking or financial services industry.
• Proven track record of building and maintaining strong client relationships.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency in English, both written and spoken.
• Knowledge of financial products and services, including investment banking, wealth management, and private banking.
• Familiarity with CRM tools like Salesforce and Microsoft Dynamics.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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