Senior Wealth & Investment Relationship Manager

PT Dwi Cermat Indonesia; Jakarta Utara; Presencial; IDR 240 000 000 - 420 000 000; Tempo integral

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Client relationship management

Sales & business development

Financial products knowledge

Team management

Formação académica

Relevant accreditation

Descrição da oferta de emprego

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.