Client Advisor Senior Associate

Cermati Fintech Group; Jakarta Utara; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A fintech startup in Jakarta Utara is looking for a professional to manage client relationships and sell investment products. This role involves acquiring new clients and developing existing relationships, ensuring high service standards, and demonstrating strong knowledge of mutual fund products. The ideal candidate has at least 2 years of client-facing experience and relevant accreditation.

Qualifications

• Minimum 2 years of experience in a client-facing role.
• Familiarity with mutual fund and investment products.

Responsibilities

• Acquire and develop client relationships for mutual fund.
• Sell investment products to clients.
• Maximize client satisfaction and service standards.

Skills

Client relationship management

Sales skills

Understanding of mutual fund products

Education

Relevant accreditation

Job description

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial product by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.

Our team hailed from Silicon Valley Tech companies such as Google, Microsoft, LinkedIn and Sofi as well as Indonesian startups such as Doku, Touchten. We have graduates from well known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell and many others. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies. Join us in our cause to build a world class fintech company in Indonesia.

Job Description

• Acquisition of new client relationships and development of existing client relationships for mutual fund
• Selling a range of investment products to existing and potential clients.
• Achieving high levels of service standards and maximizing client satisfaction.
• Demonstrate awareness of budgets and accounts and profitability
• Managing teams that will help in acquiring and development of client relationships both new and existing
• Provide value adding recommendation for the clients.

Qualifications

• Has worked in a client facing role within client relationship environment for at least 2years
• Has the relevant accreditation
• Is conversant with the full range of mutual fund products, including bonds