Relationship Officer

Company Description Mondsee Co. is part of Mondsee Group, a financial services organization dedicated to providing comprehensive financial solutions to diverse clients. The team focuses on offering a wide range of products that support clients’ financial well-being and long-term stability. Success is measured not only by meeting sales targets but by building enduring client relationships and trust. These partnerships are designed to support both clients’ financial goals and the sustained growth of Mondsee Group. Team members are encouraged to contribute to a collaborative, performance-oriented environment.

Role Description The Relationship Officer is a full-time, hybrid role based in North Jakarta, with some flexibility for work from home. This role is responsible for managing and growing client relationships by understanding financial needs, recommending appropriate products, and ensuring a positive client experience. Typical tasks include meeting clients in person and virtually, presenting financial solutions, handling inquiries, and supporting clients throughout the sales and service lifecycle. The Relationship Officer will monitor client portfolios, follow up on leads, and collaborate with internal teams to deliver tailored financial solutions. The role also involves maintaining accurate records, preparing reports, and contributing to the achievement of team and company sales targets while upholding ethical and compliance standards.

Qualifications

• Candidates should possess strong Business Relationship Management skills, with a focus on building long-term partnerships and client trust.
• Candidates should possess foundational Finance knowledge to understand products, assess client needs, and explain solutions clearly.
• Candidates should possess excellent Communication and Customer Service skills to interact effectively with clients and internal stakeholders.
• Candidates should possess Sales skills, including prospecting, negotiation, and closing, while maintaining a client-centric approach.
• Relevant experience in financial services, banking, or insurance is beneficial.
• Strong organizational skills, attention to detail, and the ability to manage multiple client accounts are preferred.
• Comfort with hybrid work arrangements, including digital tools for remote communication and reporting, is advantageous.
• A diploma or bachelor’s degree in Business, Finance, Economics, or a related field is preferred, or equivalent practical experience.