Senior Relationship Manager - Wealth & Investment

Cermati; Jakarta Pusat; On-site; IDR 180,000,000 - 240,000,000; Full time

Job summary

Cermati is hiring a Senior Relationship Manager for Wealth & Investment in Jakarta. The role focuses on acquiring and growing client relationships, selling mutual fund products, and maintaining high service standards.

Ideal candidates have at least 2 years in client-facing roles, the relevant accreditation, and familiarity with mutual funds including bonds. The position is full-time and based on-site in Indonesia.

Qualifications

• Requires client-facing experience in wealth management or similar.
• Knowledge of mutual funds and bonds is required.
• Accreditation or certification relevant to wealth/investment is preferred.

Responsibilities

• Acquire new client relationships and develop existing ones for mutual funds.
• Sell investment products to clients and prospects.
• Maintain high service standards and client satisfaction.
• Demonstrate budget and profitability awareness.
• Lead teams assisting in client acquisition and development.
• Provide value-added recommendations to clients.

Skills

Client facing experience

Relationship development

Mutual fund knowledge

Education

Relevant accreditation

Job description

Senior Relationship Manager - Wealth & Investment

• Full-time

Company Description

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial product by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.

Our team hailed from Silicon Valley Tech companies such as Google, Microsoft, LinkedIn and Sofi as well as Indonesian startups such as Doku, Touchten. We have graduates from well known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell and many others. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies. Join us in our cause to build a world class fintech company in Indonesia.

Responsibilities

• Acquisition of new client relationships and development of existing client relationships for mutual fund
• Selling a range of investment products to existing and potential clients.
• Achieving high levels of service standards and maximizing client satisfaction.
• Demonstrate awareness of budgets and accounts and profitability
• Managing teams that will help in acquiring and development of client relationships both new and existing
• Provide value adding recommendation for the clients.

Qualifications

• Has worked in a client facing role within client relationship environment for at least 2years
• Has the relevant accreditation
• Is conversant with the full range of mutual fund products, including bonds