Relationship Manager - Branch BSD

Henan Asset; Tangerang Selatan; On-site; IDR 450,000,000 - 650,000,000; Full time

Job summary

PT Henan Putihrai Asset Management is seeking a dynamic Relationship Manager to nurture client relationships, drive AUM growth, and spot new business opportunities. You will engage affluent clients, tailor investment solutions, and collaborate with a regional team.

The role requires a Bachelor's in Finance/Business/Economics, at least five years in sales within investment management, and a proven AUM track record.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• Minimum 5 years of hands-on experience in sales/marketing within the investment industry.
• Proven track record of growing AUM and expanding client portfolios.
• Existing network of high-net-worth clients is a plus.
• Preferably holds WAPERD or WPPE & WMI licenses.

Responsibilities

• Identify and seize opportunities to expand the retail client base and increase AUM.
• Cultivate and maintain strong, long-term client relationships with exceptional service.
• Deliver personalized financial advice and investment recommendations tailored to risk profiles.
• Maintain mastery of the firm’s product suite and ensure high advisory quality.
• Manage end-to-end sales lifecycle, including presentations, contracts, and tracking outcomes.

Skills

Relationship management

Client acquisition

Sales leadership

Financial advisory

Education

Bachelor's degree in Finance/Business/Economics

Job description

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:

Are you a dynamic professional looking for new opportunities in the financial services industry? Join our team as a Relationship Manager, where you'll play a pivotal role in maintaining strong client relationships, identifying new business opportunities, and contributing to our continued success.

Responsibilities:

• Proactively identify and seize opportunities to expand the retail client base and consistently increase Assets Under Management (AUM) in alignment with corporate growth objectives.
• Cultivate and maintain strong, long‑term relationships with clients by providing exceptional service and guiding them toward investment solutions that suit their financial goals.
• Deliver personalized financial advice and sophisticated investment recommendations tailored to the specific risk profiles and objectives of each investor.
• Maintain a comprehensive mastery of the firm’s product suite and undergo regular internal assessments to ensure the highest standards of product knowledge and advisory quality.
• Manage the end‑to‑end sales lifecycle, including crafting presentations, negotiating contracts, and tracking performance activity to ensure all quarterly business targets are met.

Qualifications:

• Bachelor’s Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
• Minimum 5 years of hands‑on experience in sales/marketing within the investment industry.
• Proven track record of successfully growing AUM and expanding client portfolios.
• Existing network of high‑net‑worth clients is a plus.
• Preferably holds an active WAPERD (Mutual Fund Selling Agent Representative) or WPPE (Broker Dealer) & WMI (optional)

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.