Senior Relationship Manager - Wealth & Investment

PT Dwi Cermat Indonesia; Jakarta Utara; On-site; IDR 240,000,000 - 420,000,000; Full time

Job summary

PT Dwi Cermat Indonesia is seeking a Senior Relationship Manager to drive wealth and investment client relationships, acquire new clients, and grow assets in mutual funds.

You will sell investment products, ensure high service standards, monitor budgets and profitability, and lead teams to develop client relationships while providing value-added recommendations.

The role requires at least 2 years in a client-facing role, relevant accreditation, and familiarity with mutual funds including bonds.

Qualifications

• At least 2 years in a client-facing relationship role.
• Has the relevant accreditation.
• Familiar with mutual funds, including bonds.

Responsibilities

• Acquire new client relationships and develop existing ones for mutual funds.
• Sell a range of investment products to clients.
• Maintain high service standards and maximize client satisfaction.
• Be aware of budgets and accounts and profitability.
• Lead teams that assist in acquiring and developing client relationships.
• Provide value-added recommendations for clients.

Skills

Client relationship management

Sales & business development

Financial products knowledge

Team management

Education

Relevant accreditation

Job description

Senior Relationship Manager - Wealth & Investment

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.

Job Description

• 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