Relationship Manager (PIK)

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

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:

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).


• Preferably domiciled and has an established community/network in in Pantai Indah Kapuk (PIK)/Pluit area.

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.