Relationship Manager (Bali)

Job Description

Tasks and Responsibilities :

• Manage relationships with potential clients in the securities industry.
• Provide timely and accurate market insights and investment recommendations to clients.
• Develop and implement investment strategies for clients based on their investment objectives and risk tolerance.
• Collaborate with the research and trading teams to develop customized investment solutions for clients.
• Monitor clients’ investment portfolios and provide periodic updates to ensure that investment objectives are being met.
• Cross-sell and upsell products and services to clients.

Requirements :

• Candidate must possess Bachelor Degree in any field.
• Has a WPPE/WPPEP certificate (is a must)
• Previously worked in Securities / Banking Industry
• At least 2 years’ experiences in the related field for this position.
• Skills required: Sales, Marketing, Relations, and Investment
• Preferably Supervisor/Coordinator specialized in Finance – Corporate Finance/Investment/Retail Banking or equivalent.