Relationship manager

1 week ago


Bandung, West Java, Indonesia Trimegah Securities Indonesia Full time

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 a Bachelor Degree in any field.

Has a WPPE/WPPEP certificate (Is a must)Previously worked in Securities / Banking Industry At least 3 years' experience 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.
How many years' experience do you have as a relationship manager?What's your expected monthly basic salary?#J-18808-Ljbffr
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