Relationship Manager (Kelapa Gading)

Trimegah Securities Indonesia; Daerah Khusus Ibukota Jakarta; On-site; IDR 200,000,000 - 300,000,000; Full time

Job summary

An established industry player seeks a Relationship Manager to foster client relationships and provide tailored investment strategies. This role involves collaborating with research and trading teams to deliver customized solutions and monitoring client portfolios to ensure investment objectives are met. Join a trusted securities company committed to enhancing service quality and operational efficiency across Indonesia. If you have a passion for finance and client relations, this is an exciting opportunity to make a significant impact in the investment landscape.

Qualifications

• 2+ years of experience in the securities or banking industry.
• WPPE/WPPEP certificate is required.

Responsibilities

• Manage relationships with potential clients in the securities industry.
• Provide timely market insights and investment recommendations.

Skills

Sales

Marketing

Relations

Investment

Education

Bachelor Degree in any field

Job description

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• Manage relationships with potential clients in the securities industry.
• Provide timely and accurate market insights and investment recommendations to clients.
• Develop and implement investment strategies for clients based on their investment objectives and risk tolerance.
• Collaborate with the research and trading teams to develop customized investment solutions for clients.
• Monitor clients' investment portfolios and provide periodic updates to ensure that investment objectives are being met.
• Cross-sell and upsell products and services to clients.

Requirements :

• Candidate must possess a Bachelor Degree in any field.
• Has a WPPE/WPPEP certificate
• Previously worked in Securities / Banking Industry
• At least 2 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.

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Your application will include the following questions:

• Which of the following types of qualifications do you have?
• Do you have experience in a sales role?
• How many years' experience do you have as a relationship manager?
• What's your expected monthly basic salary?

Established in May 1990, now Trimegah Securities is more than just one of the largest and fully integrated securities companies in Indonesia. It is admittedly one of the most trusted securities companies in Indonesia.

Equity Capital Markets Division provides equity brokerage service and margin lending facility for retail and institutional clients. Debt Capital Markets Division facilitates government bond transactions, including Retail Government Bond, Retail Shariah Government Bond, and corporate bonds. Investment Banking Division provides bonds and equity underwriting service, arranger as well as financial advisory. Our subsidiary, PT Trimegah Asset Management, established in January 2011, offers various mutual funds.

All of these are served through 17 branch offices in 13 major cities throughout Indonesia. The extensive network aims to increase clients′ access to Trimegah′s products and services. Trimegah is committed to information technology development to enhance product and service quality, and operational efficiency.

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