Relationship Manager

Sinarmas Sekuritas; Jakarta Pusat; On-site; IDR 240,000,000 - 480,000,000; Full time

Job summary

Sinarmas Sekuritas in Jakarta is seeking an experienced Relationship Manager to deepen client relationships and expand the firm’s client base in the capital markets. You will manage account openings, coordinate with compliance, and deliver investment solutions while maintaining high service standards.

Join our team to drive client growth, provide tailored investment options, and uphold strong client satisfaction in a dynamic market environment.

Qualifications

• Bachelor's degree from a reputable university.
• Minimum 3 years of experience as a Relationship Manager, Equity Sales, or similar role in the capital market industry.
• Strong knowledge of capital market products and investment solutions.
• Must hold a valid WPPE license.
• Excellent communication, negotiation, and relationship-building skills.
• Target-oriented, proactive, and customer-focused.

Responsibilities

• Conduct daily sales activities to achieve monthly targets, acquire new clients, follow up on prospects, and increase the number of active clients.
• Handle the opening process for securities accounts and client fund accounts, ensuring document completeness and SID ownership, as well as receiving, recording, and forwarding client transaction instructions in accordance with applicable procedures.
• Maintain communication with clients, provide information regarding services and system-related issues, handle client visits and complaints, and ensure that complaints are resolved professionally and in a timely manner.
• Implement AML-CFT (Anti-Money Laundering and Counter-Terrorism Financing) requirements, ensure that all client transactions and activities comply with applicable regulations, and coordinate with the Risk Management function in setting transaction limits and implementing risk controls.

Skills

Client relationship management

Capital market knowledge

Communication skills

Negotiation

Proactive

Education

Bachelor's degree

Job description

Are you passionate about the capital market and building strong client relationships? Join our team and grow your career with us!

Key Responsibilities

• Conduct daily sales activities to achieve monthly targets, acquire new clients, follow up on prospects, and increase the number of active clients.
• Handle the opening process for securities accounts and client fund accounts, ensuring document completeness and SID ownership, as well as receiving, recording, and forwarding client transaction instructions in accordance with applicable procedures.
• Maintain communication with clients, provide information regarding services and system-related issues, handle client visits and complaints, and ensure that complaints are resolved professionally and in a timely manner.
• Implement AML-CFT (Anti-Money Laundering and Counter-Terrorism Financing) requirements, ensure that all client transactions and activities comply with applicable regulations, and coordinate with the Risk Management function in setting transaction limits and implementing risk controls.

Requirements

• Bachelor's degree from a reputable university.
• Minimum 3 years of experience as a Relationship Manager, Equity Sales, or similar role in the capital market industry.
• Strong knowledge of capital market products and investment solutions.
• Must hold a valid WPPE license.
• Excellent communication, negotiation, and relationship-building skills.
• Target-oriented, proactive, and customer-focused.