Relationship Manager (Surabaya)

Henan Asset; Surabaya ꦱꦸꦫꦧꦪ; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A financial services company in Surabaya is seeking a skilled professional to build and maintain long-term client relationships. The role involves providing personalized financial advice and managing sales efforts, with a focus on expanding the client base and assets under management. Candidates should have a Bachelor's degree in a relevant field and at least 5 years of experience in banking or asset management.

Qualifications

• Minimum 5 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 or WPPE.

Responsibilities

• Cultivate and maintain strong relationships with clients by providing exceptional service.
• Provide personalized financial advice and investment recommendations.
• Proactively seek opportunities to expand the retail client base and increase AUM.
• Manage sales efforts, including crafting and delivering presentations.

Skills

Client relationship management

Sales and marketing

Financial advice

Negotiation

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 5 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.