Relationship Manager (Makassar)

PT. Trimegah Sekuritas Indonesia, Tbk; Makassar; On-site; IDR 246.184.000 - 410.307.000; Full time

Job summary

A leading securities company in Indonesia is seeking a candidate to manage relationships and provide investment strategies for clients in the securities industry. Applicants should have a Bachelor's degree, relevant certifications, and at least two years of experience. Skills in sales, marketing, and investment are essential for this role, which includes monitoring client portfolios and delivering tailored investment solutions.

Qualifications

• At least 2 years’ experience in the related field for this position.
• Previously worked in Securities / Banking Industry.
• Preferably Supervisor/Coordinator specialized in Finance - Corporate Finance/Investment/Retail Banking or equivalent.

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.
• Collaborate with research and trading teams for customized solutions.
• Monitor clients' investment portfolios and provide updates.
• Cross-sell and upsell products and services.

Skills

Sales

Marketing

Relations

Investment

Education

Bachelor Degree in any field

WPPE/WPPEP certificate

Job description

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.

Qualifications

• Candidate must possess Bachelor Degree in any field.
• Has a WPPE/WPPEP certificate (is a must).
• Previously worked in Securities / Banking Industry.
• At least 2 years’ experiences 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.

About Trimegah Securities

Established in May 1990, now Trimegah Securities is more than just one of the largest and fully integrated securities companies in Indonesia. It is admittedly one of the most trusted securities companies in Indonesia.

Equity Capital Markets Division provides equity brokerage service and margin lending facility for retail and institutional clients. Debt Capital Markets Division facilitates government bond transactions, including Retail Government Bond, Retail Shariah Government Bond, and corporate bonds. Investment Banking Division provides bonds and equity underwriting service, arranger as well as financial advisory. Our subsidiary, PT Trimegah Asset Management, which is established in January 2011, provides clients with various types of mutual funds.

All of these are served through 17 branch offices in 13 major cities throughout Indonesia. The extensive network is expected to further increase clients′ access to Trimegah′s products and services. On top of that Trimegah is always committed to information technology development that will increase the quality of our products and services, and our operations.