18 часов назад
User Growth / Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
User Growth / Relationship Manager (Fintech): Managing and growing a portfolio of high-net-worth individual clients through trust-based relationships, personalized engagement strategies, and tailored financial solutions with an accent on portfolio value, client growth, and investment products. Focus on identifying upselling and cross-selling opportunities, interpreting portfolio performance data, and collaborating with product, marketing, operations, and compliance teams.
Location: Jakarta, Indonesia; hybrid workplace
Company
is an Indonesian investment fintech unicorn focused on making stock trading accessible through a mobile-first approach.
What you will do
- Manage and grow a portfolio of high-net-worth individual clients.
- Build trust-based, long-term relationships with key clients.
- Develop personalized engagement and growth strategies aligned with client financial goals.
- Identify upselling and cross-selling opportunities to increase client lifetime value.
- Monitor portfolio performance and provide proactive insights and recommendations.
- Collaborate with product, marketing, operations, and compliance teams to ensure a seamless client experience.
Requirements
- 2–8 years of experience in relationship management, wealth management, private banking, or account management.
- Bachelor’s degree in business, finance, economics, marketing, or a related field.
- Strong analytical skills and the ability to interpret portfolio and growth data.
- Target-driven approach and a strong commercial mindset.
- Knowledge of financial products, including investments, trading, and wealth products.
Nice to have
- Experience managing high-net-worth individual or premium client portfolios.
Culture & Benefits
- Work in a hybrid setup based in Jakarta.
- Operate within a high-growth investment fintech startup.
- Company principles include ownership, a growth mindset, and a will to win.
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