Relationship Manager (Bali)

Responsibilities:

• 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 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.