Account Officer (Makassar)

PT. Trimegah Sekuritas Indonesia, Tbk; Makassar; On-site; IDR 200,000,000 - 300,000,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team as a client manager. In this role, you will identify potential clients and market investment services while managing a portfolio of existing clients. Your expertise in sales, marketing, and investment will be crucial in building strong relationships and ensuring accuracy in client transactions. This is a fantastic opportunity to grow your career in the dynamic securities and banking industry, where your contributions will directly impact client satisfaction and business success.

Qualifications

• Minimum 1 year experience in Securities or Banking Industry.
• Must possess WPPE/WPPEP certificate.

Responsibilities

• Identify potential new clients and market services.
• Manage client portfolio and build strong relationships.

Skills

Sales

Marketing

Relations

Investment

Education

Bachelor Degree in any field

Job description

Responsibilities:

• 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’ experience 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.