6 дней назад
Senior Relationship Manager - Wealth & Investment
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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