Relationship Manager (Bandung)

Henan Asset; Kota Bandung; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A financial services firm in Indonesia is seeking a professional to build and maintain strong client relationships while providing personalized investment solutions. The ideal candidate will have at least 3 years of experience in sales/marketing within Banking or Asset Management and a relevant Bachelor's degree. This role focuses on expanding the client base and achieving financial goals through effective sales management.

Qualifications

• Minimum 3 years of sales/marketing experience in Banking/Asset Management.
• Proven track record of growing AUM and client portfolios.
• Preferably holds active WAPERD or WPPE.

Responsibilities

• Cultivate strong relationships with clients by providing exceptional service.
• Provide personalized financial advice and investment recommendations.
• Expand the retail client base and increase assets under management.
• Manage sales efforts, including presentations and negotiations.

Skills

Client relationship management

Sales and marketing

Financial advisory

Risk assessment

Education

Bachelor’s Degree in Finance, Business, or Economics

Job description

About Us

PT Henan Putihrai Asset Management is a professional and experienced financial services company, established in 2006 as a spin-off from PT Henan Putihrai Sekuritas. We are a licensed Investment Manager committed to serving our clients' best interests.

About The Role

Building and maintaining long-term relationships with individual clients, provide customized mutual fund investment solutions, driving sales growth and ensuring clients financial goals.

Responsibilities

• Cultivate and maintain strong relationships with clients or investors by providing exceptional service, understanding their financial objectives and guiding them toward suitable solutions.
• Provide personalized financial advice and investment recommendations aligned with clients' goals and risk profiles.
• Proactively seek opportunities to expand the retail client base and increase assets under management (AUM).
• Manage sales efforts, including crafting and delivering presentations, negotiating contracts, and tracking sales activity.

Qualifications

• Bachelor’s Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
• Minimum 3 years of hands‑on experience in sales/marketing in Banking/Asset Management.
• Proven track record of successfully growing AUM and expanding client portfolios.
• Preferably holds an active WAPERD (Mutual Fund Selling Agent Representative) or WPPE (Broker Dealer).

About The Team

Our retail marketing team serves the company from 7 different locations, with employees from a variety of backgrounds. Our major goal is to deliver the greatest investment solution tailored to our customers' various financial goals and risk tolerances while expanding the company's client base and assets under management.

We are one of the local investment manager companies, but our mutual funds products have received several awards and are widely recognized. So, if you are a person who likes to build new connections and networking, easygoing, goal‑oriented, critical thinker, presentable, a high achiever, and enjoy challenges, you’re bound to fit right in.