Relationship Manager – Grow AUM & Client Partnerships

Henan Asset; Jakarta Utara; On-site; IDR 279,000,000 - 446,400,000; Full time

Job summary

PT Henan Putihrai Asset Management is seeking a Relationship Manager to sustain and grow client relationships in Indonesia's financial services market. You will identify new business opportunities, advise on investment solutions, and drive AUM growth while maintaining deep product knowledge.

The role emphasizes servicing affluent clients and leveraging an existing regional network. Ideal candidates have at least 5 years in investment sales, a strong record of AUM expansion, and relevant

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• Minimum 5 years of hands-on sales/marketing in the investment industry.
• Proven track record of growing AUM and client portfolios.
• Existing network of high-net-worth clients is a plus.
• Active licenses such as WAPERD/WPPE/WMI are preferred.
• Domiciled with network in Pantai Indah Kapuk (PIK)/Pluit area.

Responsibilities

• Proactively identify and seize opportunities to expand the retail client base and increase AUM.
• Cultivate and maintain long-term client relationships with exceptional service.
• Deliver personalized financial advice and investment recommendations.
• Maintain mastery of the firm's product suite and ensure advisory quality.
• Manage end-to-end sales lifecycle, including presentations, contracts, and targets.

Skills

Relationship management

Sales excellence

Client servicing

Networking with HNW clients

Education

Bachelor's in Finance/Business/Economics

Job description

PT Henan Putihrai Asset Management is seeking a Relationship Manager to sustain and grow client relationships in Indonesia's financial services market. You will identify new business opportunities, advise on investment solutions, and drive AUM growth while maintaining deep product knowledge.

The role emphasizes servicing affluent clients and leveraging an existing regional network. Ideal candidates have at least 5 years in investment sales, a strong record of AUM expansion, and relevant