Account Officer Bali

7 days ago

Denpasar, Indonesia Trimegah Sekuritas Indonesia Full time

Identify potential new clients and market our services to them.
- Manage a portfolio of clients and build strong relationships with them.
- Manage a portfolio of clients and build strong relationships with them.
- Assist in processing client transactions, including buying and selling securities and other investment products.
- Ensure accuracy and completeness of all transactional and account information in the company's systems.
- Has a WPPE/WPPEP certificate (Is a must)
- Previously worked in Securities / Banking Industry
- At least 1 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.

PT Trimegah Sekuritas Indonesia Tbk (the Company) was established on May 9, 1990 under the name PT Trimulya Securindolestari based on Deed No. 64 dated May 9, 1990, which subsequently changed to PT Trimegah Securindolestari on May 28, 1990 based on Deed No. 227 dated May 28, 1990. The deeds were made before Rachmat Santoso, S.H., Notary in Jakarta, and have been announced in State Gazette of the Republic of Indonesia No. 80 dated October 5, 1990, Supplement No. 3832. The Company earned Broker-Dealer License and Underwriting License from Bapepam & LK (now the Financial Services Authority) in 1992 and 1993. On October 12, 1999, the Company changed its name to PT Trimegah Securities Tbk based on Deed No. 17 dated October 12, 1999 made before Fathiah Helmi, S.H., Notaris in Jakarta and have been announced in State Gazette of the Republic of Indonesia No. 90 dated February 1, 2000, Supplement No. 522, and on January 31, 2000 the Company listed its shares on the Jakarta Stock Exchange (now the Indonesia Stock Exchange) with the stock code “TRIM”. On January 31, 2011, PT Trimegah Asset Management, subsidiary of the Company, earned its business license as Investment Management Company. PT Trimegah Asset Management provides a variety of equity, balanced, fixed income and money market funds tailored to the needs of corporate clients, financial institutions and pension funds. To comply with the Financial Services Authority Regulation No. 20/POJK.04/2016 on the Licensing of Securities Companies that Undertake Business Activities as Underwriters and Broker-Dealers, effective as of July 29, 2016, the Company changed its name to PT Trimegah Sekuritas Indonesia Tbk based on Deed No. 70 dated June 20, 2016 made before Fathiah Helmi, S.H., Notary in Jakarta. Equity Trading Division provides equity sales service in primary market and equity brokerage service in secondary market for retail and institutional clients. Fixed Income Trading Division provides fixed income securities sales service in primary market and fixed income securities brokerage service in secondary market such as Government Bonds, corporate bonds, Retail Government Bond, Retail Savings Bond, Retail Sharia Government Bond, and Savings Sharia Government Bond. Investment Banking Division provides equity and fixed income securities underwriting service as well as financial advisory service, including merger & acquisition, divestment, valuation, due diligence, corporate restructuring and financing and arranger. Starting April 2014, the Company also conducts activity as Mutual Fund Selling Agent for retail clients. To complete the services, the Company also provides online transaction facility for retail clients to invest in equity and mutual funds. On December 6, 2017, the Company earned Approval for Other Business Activity as Arranger, and Approval for Other Business Activity as Financial Advisor on September 21, 2018. PT Trimegah Sekuritas Indonesia Tbk is Securities Company Member of the Indonesia Stock Exchange. PT Trimegah Sekuritas Indonesia Tbk and PT Trimegah Asset Management are licensed, registered and supervised by the Financial Services Authority. **Mission**Educate and create wealth for the community through unique and professional investment experience **Vision**Be most preferred destination for financial services in the region **Core Values**Integrity**:

- Zero-tolerance policy for issues of integrity **Client-First**:

- Consistent mindset to prioritize clients need over our own **Excellence**:

- Commitment to delivering the highest quality product in all we do **Fairness**:

- Give credit where it is due, own up to mistakes, think of others **Creativity**:

- Creativity creates advantage; have courage to speak out

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