Strategic Investment Relationship Manager

Tap Growth ai; Jakarta Pusat; Vor Ort; IDR 180.000.000 - 300.000.000; Vollzeit

Zusammenfassung

Tap Growth ai in Jakarta, Indonesia, is seeking an Investment Relationship Manager to build and maintain strong client relationships, deliver tailored investment advice, and support business growth.

The role focuses on portfolio monitoring, performance updates, and presenting investment recommendations, with regular meetings and negotiations with clients from a client-centric perspective. Office-based position.

Qualifikationen

• Proven experience in investment management or financial advisory roles.
• Strong interpersonal and communication skills.
• Solid understanding of financial markets and investment products.
• Analytical mindset with attention to detail.
• Ability to manage multiple client accounts efficiently.
• Bachelor's degree in Finance, Business, or related field preferred.

Aufgaben

• Build and nurture long-term relationships with clients.
• Provide tailored investment solutions based on client needs and goals.
• Monitor portfolios and provide regular performance updates.
• Prepare detailed reports and present investment recommendations.
• Stay updated on market trends, products, and regulations.
• Conduct meetings, presentations, and negotiations with clients.

Kenntnisse

Relationship management

Investment knowledge

Communication skills

Analytical mindset

Ausbildung

Bachelor's degree in Finance, Business, or related field

Jobbeschreibung

Tap Growth ai in Jakarta, Indonesia, is seeking an Investment Relationship Manager to build and maintain strong client relationships, deliver tailored investment advice, and support business growth.

The role focuses on portfolio monitoring, performance updates, and presenting investment recommendations, with regular meetings and negotiations with clients from a client-centric perspective. Office-based position.