Investment Relationship Officer

PT. Mulia Sejahtera Property; Kota Bandung; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading property investment firm in Bandung, West Java is seeking an Investment Relationship Officer. You will manage client relationships, recommend investment products, and contribute to the growth of the client base. Ideal candidates have a strong background in wealth management and exceptional communication skills, with a competitive salary and performance-based bonuses offered.

Benefits

Competitive salary

Performance-based bonuses

Health insurance

Retirement plans

Ongoing training opportunities

Qualifications

• Minimum 3 years of experience in a client-facing investment or wealth management role.
• Experience in handling high level clients such as business owners and banking executives.
• Proficiency in English and Bahasa Indonesia, both written and verbal.

Responsibilities

• Engage with investment clients to understand their unique needs.
• Recommend appropriate investment products and services.
• Maintain detailed records of client interactions and performance.
• Identify new business opportunities for growth.

Skills

Communication skills

Interpersonal skills

Sales targets achievement

Client relationship management

Education

Diploma 3 (D3) or Bachelor Degree (S1)

Degree in finance, economics, marketing, management or psychology

Job description

About the role

As an Investment Relationship Officer at PT. Mulia Sejahtera Property, you will be responsible for handling and maintaining strong relationships with our target investment clients. In this full-time role based in Bandung, West Java, you will be a key point of contact, providing exceptional service and investment solutions to help our clients achieve their financial goals with property and other type of investment. We welcome Property sales leader, Banking Funding/RO/RM, Financial Advisors, Premium Insurance Agents, and other investment types in previous roles.

What you’ll be doing

• Proactively engage with investment clients to understand their unique needs and financial objectives, understanding their pain points and steer them towards investments.
• Recommend appropriate investment products and services to meet client requirements.
• Provide timely and accurate information to clients, addressing any queries or concerns.
• Maintain detailed records of client interactions and portfolio performance.
• Collaborate with internal teams to ensure seamless delivery of investment services.
• Identify new business opportunities and contribute to the growth of the investment client base.
• Stay up-to-date with market trends, regulations and industry developments.

What we’re looking for

• Minimum of Diploma 3 (D3) or Bachelor Degree (S1).
• Minimum 3 years of experience in a client-facing investment or wealth management role.
• Experience in handling high level clients such as business owner, upper management of private or public company, banking executives, and others.
• Preferred: strong understanding of property market, financial products, investment strategies and portfolio management.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Proven track record of providing exceptional customer service and achieving sales targets.
• Degree in finance, economics, marketing, management, psychology, or a related field, would be an advantage.
• Relevant professional qualifications would be an advantage.
• Proficiency in English and Bahasa Indonesia, both written and verbal.

What we offer

• Competitive salary and HUGE performance-based bonuses.
• Comprehensive employee benefits package, including health insurance and retirement plans.
• Ongoing training and development opportunities to enhance your skills and career growth.
• Collaborative and inclusive team culture that values innovation and work-life balance.

About us

MUSE property is a leading property investment and development company in Indonesia, known for our commitment to quality, innovation and sustainable practices. With a strong track record of delivering exceptional projects and client satisfaction, we are poised for continued growth and success. Join our team and be a part of this exciting journey.

Apply now to become our next Investment Relationship Officer and contribute to the success of PT. Mulia Sejahtera Property.