Investment Relationship Manager

Tap Growth ai; Jakarta Pusat; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

Tap Growth ai in Jakarta, Indonesia, is seeking an Investment Relationship Manager to build and maintain strong client relationships, deliver tailored investment advice, and support business growth.

The role focuses on portfolio monitoring, performance updates, and presenting investment recommendations, with regular meetings and negotiations with clients from a client-centric perspective. Office-based position.

Qualifications

• Proven experience in investment management or financial advisory roles.
• Strong interpersonal and communication skills.
• Solid understanding of financial markets and investment products.
• Analytical mindset with attention to detail.
• Ability to manage multiple client accounts efficiently.
• Bachelor's degree in Finance, Business, or related field preferred.

Responsibilities

• Build and nurture long-term relationships with clients.
• Provide tailored investment solutions based on client needs and goals.
• Monitor portfolios and provide regular performance updates.
• Prepare detailed reports and present investment recommendations.
• Stay updated on market trends, products, and regulations.
• Conduct meetings, presentations, and negotiations with clients.

Skills

Relationship management

Investment knowledge

Communication skills

Analytical mindset

Education

Bachelor's degree in Finance, Business, or related field

Job description

We're Hiring: Investment Relationship Manager!

We are looking for a dynamic and client-oriented Investment Relationship Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, providing expert investment advice, and ensuring client satisfaction to support business growth.

Location: Jakarta, Indonesia
Work Mode: Work From Office
Role: Investment Relationship Manager

What You'll Do:

• Build and nurture long-term relationships with clients
• Provide tailored investment solutions based on client needs and goals
• Monitor portfolios and provide regular performance updates
• Prepare detailed reports and present investment recommendations
• Stay updated on market trends, products, and regulations
• Conduct meetings, presentations, and negotiations with clients

What We're Looking For:

• Proven experience in investment management or financial advisory roles
• Strong interpersonal and communication skills
• Solid understanding of financial markets and investment products
• Analytical mindset with attention to detail
• Ability to manage multiple client accounts efficiently
• Bachelor's degree in Finance, Business, or related field preferred