Bank Relationship Manager (Executive Assistant to Senior Management)

Join a leading financial institution in Jakarta as a Bank Relationship Manager (Owner’s Assistant), where you will play a pivotal role in supporting senior management in cultivating and maintaining high-value client relationships. This dynamic position offers the opportunity to work directly with top-tier clients, leveraging your exceptional interpersonal and communication skills to drive business growth and foster long-term partnerships.

As a Bank Relationship Manager, you will be responsible for coordinating client meetings, managing schedules, and ensuring seamless communication between senior management and clients. You will also assist in preparing and presenting financial reports, analyzing market trends, and providing strategic insights to support decision-making processes.

📋 Tanggung Jawab Pekerjaan

• Coordinate and schedule client meetings with senior management, ensuring timely and efficient communication.
• Assist in preparing and presenting financial reports, market analyses, and strategic insights to clients.
• Manage client databases and communication records using CRM software such as Salesforce or HubSpot.
• Provide administrative support for high-level client interactions, including travel arrangements and accommodation bookings.
• Assist in the preparation of proposals, presentations, and pitch decks for client engagements.
• Monitor and analyze market trends to identify opportunities for business growth and client acquisition.
• Maintain and update client relationship records, ensuring accurate and up-to-date information is available for senior management.
• Provide general administrative support to senior management, including document preparation, travel logistics, and event planning.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 5 years of experience in a client-facing or administrative role within the financial services industry.
• Proven track record of supporting senior management in client relationship management.
• Excellent interpersonal and communication skills, with the ability to build and maintain strong relationships with clients.
• Strong organizational and time management skills, with the ability to handle multiple tasks and priorities effectively.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software such as Salesforce or HubSpot.
• Knowledge of financial markets, industry trends, and regulatory requirements.
• Ability to work independently and as part of a team in a fast-paced and dynamic environment.

🛠️ Keahlian

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