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6 дней назад

Senior Relationship Manager - Wealth & Investment

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Indonesia
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Senior Relationship Manager - Wealth & Investment (Mutual Funds): Acquiring and developing client relationships while selling mutual funds, bonds, and other investment products with an accent on client satisfaction, service quality, and profitability. Focus on providing value-adding investment recommendations, managing relationship-development teams, and growing new and existing accounts.

Location: Jakarta, Indonesia

Company

hirify.global is an Indonesia-based fintech startup that brings financial product discovery and applications online.

What you will do

  • Acquire new client relationships and develop existing relationships for mutual fund products.
  • Sell mutual funds, bonds, and other investment products to existing and prospective clients.
  • Deliver high service standards and maximize client satisfaction.
  • Monitor budgets, accounts, and profitability.
  • Manage teams responsible for acquiring and developing new and existing client relationships.
  • Provide value-adding investment recommendations to clients.

Requirements

  • At least 2 years of experience in a client-facing relationship management role.
  • Relevant professional accreditation.
  • Conversant with the full range of mutual fund products, including bonds.

Culture & Benefits

  • Work in a fintech startup building online financial product experiences in Indonesia.
  • Join a culture focused on openness, transparency, drive, and meritocracy.

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