Wealth Client Partner | Relationship & Growth Advisor

Ajaib Group; Jakarta Pusat; On-site; IDR 223,200,000 - 334,800,000; Full time

Job summary

Ajaib Group is seeking a client relationship professional to manage a diverse client portfolio in Jakarta. You will focus on building long-term relationships, conduct regular performance reviews, and stay connected through calls and messages to maximize client satisfaction.

You will also drive growth by encouraging higher contributions and share insights from our advisory team to guide investment decisions.

Qualifications

• MBA graduate is a must from a reputable university.
• Strong interpersonal and communication skills.
• Previous experience in sales, account management, or client servicing is advantageous.
• Willingness to work full-time onsite at the company office.

Responsibilities

• Manage a portfolio of clients including professionals, entrepreneurs, and HNWI with a focus on long-term relationships.
• Conduct regular check-ins and review meetings to discuss portfolio performance and updates.
• Maintain ongoing communication via calls, messages, and digital channels to ensure engagement and satisfaction.
• Drive growth by encouraging clients to increase investment contributions.
• Share curated insights, research, and investment recommendations from the internal advisory team.

Skills

Interpersonal communication

Client relationship management

Growth mindset

Sales / account management experience

Education

MBA degree

Job description

Ajaib Group is seeking a client relationship professional to manage a diverse client portfolio in Jakarta. You will focus on building long-term relationships, conduct regular performance reviews, and stay connected through calls and messages to maximize client satisfaction.

You will also drive growth by encouraging higher contributions and share insights from our advisory team to guide investment decisions.