Account Officer (Bandung)

PT. Trimegah Sekuritas Indonesia, Tbk; Kota Bandung; On-site; IDR 50,000,000 - 90,000,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in Bandung. This role involves identifying new clients and managing existing portfolios, ensuring accurate transactions in securities and investment products. Candidates should have a Bachelor's degree and at least one year of experience in the securities or banking industry, along with a WPPE/WPPEP certificate. This exciting opportunity offers a chance to build strong client relationships and contribute to the growth of the firm in a dynamic environment.

Qualifications

• 1+ years experience in Securities or Banking Industry required.
• Must have WPPE/WPPEP certificate.

Responsibilities

• Identify and pursue potential new clients for our services.
• Manage client portfolios and ensure transaction accuracy.

Skills

Sales

Marketing

Relations

Investment

Education

Bachelor Degree in any field

Job description

• Identify potential new clients and market our services to them.
• Manage a portfolio of clients and build strong relationships with them.
• Assist in processing client transactions, including buying and selling securities and other investment products.
• Ensure accuracy and completeness of all transactional and account information in the company's systems.

Requirements :

• Candidate must possess Bachelor Degree in any field.
• Has a WPPE/WPPEP certificate (Is a must)
• Previously worked in Securities / Banking Industry
• At least 1 years’ experiences in the related field for this position.
• Skills required: Sales, Marketing, Relations, and Investment
• Preferably Supervisor/Coordinator specialized in Finance - Corporate Finance/Investment/Retail Banking or equivalent.