Mutual Fund Relationship Manager

PT Invesnow Principal Optima; Jakarta Selatan; On-site; IDR 111,600,000 - 167,400,000; Full time

Job summary

PT Invesnow Principal Optima seeks an experienced sales professional to acquire and grow institutional and corporate mutual fund clients in Indonesia. You will build a retail and institutional client base, expand AUM, and generate revenue from transactional and management fees.

The ideal candidate has at least 5 years in institutional sales or client development for financial products, strong networks, and English fluency; knowledge of capital markets is a plus, with a track record in HNW

Qualifications

• Minimum 5 years of experience in institutional sales or client development for financial products.
• Experience in Capital Market, Asset Management, Banking company is preferred.
• Strong English communication and relationship-building skills.
• Extensive institutional client network and external partnership resources.
• Ability to align internal resources to achieve project goals.

Responsibilities

• Acquire new clients and build the institutional/corporate client base for Mutual Fund business.
• Proactively expand the retail client base and increase assets under management (AUM).
• Build a High Net Worth portfolio and generate revenue from transactional and management fees.
• Identify investment products matching client needs and objectives.
• Achieve the KPI of RM on a monthly basis.

Skills

Communication

Coordination

Learning

Stress management

Education

Bachelor's degree or higher

English fluency

Job description

Acquire new clients and build the institutional/corporate client base for Mutual Fund business. Proactively seek opportunities to expand the retail & Institutional client base and increase assets under management (AUM). Build a High Net Worth individual portfolio and generate revenue from both transactional fees and management fees. Identify the investment products that match with the needs and objectives of potential customers.

Key responsibilities

• Acquire new clients and build the institutional/corporate client base for Mutual Fund business
• Proactively seek opportunities to expand the retail client base and increase assets under management (AUM)
• Building a High Net Worth individual portfolio and generating revenue from both transactional fees and management fees.
• Identify the investment products that match with the needs and objectives of potential customers.
• Achieve the KPI of RM on a monthly basis.

About you

1. 1. Minimum 5 years of experience in institutional sales or client development for financial products; Experiences in Capital Market, Asset Management, Banking company.
2. 2. Extensive institutional client resources, high-net-worth individual client connections, and external partnership resources;
3. 3. Bachelor's degree or higher, fluent in English;
4. 4. Preferred: Experience in HNWI, institutional sales at a Selling Agent Mutual Fund (APERD), Investment Manager Company, WPPE or WAPERD certification.
5. 5. Strong communication, coordination, learning, and stress management skills, with the ability to align internal resources to achieve project goals.

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?

Which of the following types of qualifications do you have?