Senior Relationship Manager - Wealth & Investment

Cermati Fintech Group; Jakarta Utara; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading fintech startup in Indonesia is seeking a Senior Relationship Manager for Wealth & Investment. The role involves acquiring and developing client relationships, promoting investment products, and ensuring high client satisfaction standards. Candidates should have at least 2 years of client-facing experience and relevant accreditation, along with thorough knowledge of mutual funds and bonds. Join this dynamic team to shape the future of fintech in Indonesia.

Qualifications

• Minimum of 2 years in a client-facing role within a client relationship environment.
• Relevant accreditation in finance or investment.
• Familiarity with mutual fund products, including bonds.

Responsibilities

• Acquire and develop new client relationships for mutual funds.
• Sell a range of investment products.
• Maximize client satisfaction through high service standards.
• Manage teams for client relationship development.
• Provide valuable recommendations to clients.

Skills

Client relationship management

Investment product knowledge

Sales strategies

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