Retail Sales

Allianz Global Investors; Jakarta Pusat; Sur place; IDR 180 000 000 - 300 000 000; Plein temps

Avantages offerts par ce poste

Dynamic office culture

Pension and savings plans

Employee share purchase plan

Mental health programs

Career development within Allianz

Learning and certifications

Résumé du poste

Allianz Global Investors is hiring for a Retail Sales role based in Jakarta to service clients and drive product strategy in the Indonesian market. You will conduct regular sales calls, manage client inquiries, and help position mutual fund products within client selling cycles.

The ideal candidate has 5+ years in financial services, strong communication skills, market insight, and the ability to work under pressure.

Qualifications

• Waperd license; WMI preferred.
• Bachelor’s degree or equivalent
• At least 5 years in financial industry, asset management preferred
• Fluency in Bahasa Indonesia and English
• Ability to explain mutual fund products and investment solutions
• Outgoing, career-driven in financial services sales
• Strong business sense and market feel
• Analytical mindset and market knowledge
• Resilience under pressure and strong communication
• Proficient with AI tools like Microsoft CoPilot

Responsabilités

• Conduct regular sales calls to frontline sales teams
• Handle client enquiries and fulfill requests
• Understand client selling/distribution cycle
• Identify opportunities to fit products to clients
• Advocate for shelf space with marketing tactics
• Coordinate sales briefs, programs and events
• Support external events and team activities
• Share daily market updates with the team
• Maintain client database and prepare tailored sales kits
• Coordinate with production for bulk materials

Connaissances

Waperd license

WMI license

University degree

5+ years in finance

EN/ID fluency

Mutual fund knowledge

Communication skills

Analytical skills

Market knowledge

Pressure handling

CoPilot AI

Formation

University degree

Waperd license

Description du poste

Join us now as Retail Sales in Indonesia within the Retail Business team.

What You Do

Account Management (50%)

• To be solely responsible for servicing assigned clients

Product Strategy (30%)

• Responsible for understanding local market needs, sentiments, competition, business model
• Conduct local market product research, conceive sales ideas and leveraging global investment platforms’ resources to develop and help management in monitoring trends in the mutual fund market for ongoing strategic planning

Sales support and administrative work of team (20%)

• To prepare sales kit, handle client enquiry / fulfilment;
• To bulk material dispatch, delivery logistics

Responsibilities

• To conduct regular sales calls to front line sales level (bottom up sales)
• To handle all client enquiries & fulfil all client requests (bottom up serving)
• To obtain full grasp of client’s selling/distribution cycle
• To capture all opportunities to fitting our product to client selling cycle
• To fight for shelf space in the market with any appropriate marketing tactics
• To implement all sorts of sales briefing/programs/events
• To support team in all external events
• To coordinate daily market briefing to team on any news update
• To manage client database of team
• To prepare client-specific sales kits
• To coordinate with production team in preparing bulk materials

What You Bring

• Waperd license, WMI is preferable
• University degree
• At least 5 years’ relevant experience in financial industry, preferably in asset management
• Fluency in Bahasa Indonesia , English
• Has knowledge of and the ability to explain and promote mutual fund products and investment solutions, including their key features, risks, and suitability for different client profiles.
• Be outgoing, keen to progress a career in financial services sales and marketing
• Good business sense and market feel
• Strong analytical skills
• Intimate knowledge of markets
• Able to work under pressure
• Excellent communication and interpersonal skills
• AI skills: Microsoft CoPilot

What We Offer

• Balanced work environment: A dynamic office culture that supports flexibility and collaboration
• Secure your future: Access to pension, retirement, and/or savings plans as applicable to the work location
• Shared success: Company share purchasing plan
• Support for what matters: Mental health and wellbeing programs
• Investments in your career: Career opportunities within the entire Allianz Group
• Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
• … and so much more!

About Allianz Global Investors

Allianz Global Investors is a leading active asset manager, managing assets for individuals, families,and institutions worldwide. Our shared goal to shape a future of opportunity for our clients is foundational to our culture and our values. We look to attract, and actively nurture, individuals with the drive to achieve excellence at every stage of the investment experience.

We believe an inclusive culture is key to a flourishing workforce. Not only do we celebrate the broad range of experiences, backgrounds, and attributes that our workforce brings, but we support our people to live and work in a way that promotes their own wellbeing.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges is what makes us a unique employer.

We are united by a shared commitment: to put our clients first and at the centre of everything we do. Their needs inspire our thinking and guide our actions.

Together, we can build an environment where everyone feels empowered and confident to explore, grow and shape a better future - for our clients and for the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. The foundation for this is our inclusive workplace, where people and performance both matter, and where integrity, fairness, inclusion and trust are at the heart of our culture.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

If you feel inspired to promotethe activeasset management experience, this is the place for you. Join our international, technology-enabled, and agile environment.

Join us. Let’s care for tomorrow.

Good to know

The Fit Score is a support tool only. At Allianz, technology never replaces human judgment. Every application is carefully reviewed by our recruiting teams, ensuring a fair, thoughtful, and personal hiring process.