Senior Wealth & Investment Client Partner

Cermati; Jakarta Pusat; In loco; IDR 180.000.000 - 240.000.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client facing experience

Relationship development

Mutual fund knowledge

Formazione

Relevant accreditation

Descrizione del lavoro

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.