Financial Services Partnership Manager

5 days ago


Jakarta, Jakarta, Indonesia Elevate Buddy by Vision Full time
About the Role

We are seeking a highly motivated Financial Services Partnership Manager to join our team at Elevate Buddy by Vision. This individual will be responsible for developing and implementing effective financial plans that cater to the diverse needs of clients.

Key Accountabilities
  • Develop and tailor financial plans to meet the unique objectives and circumstances of each client.
  • Collaborate with clients to understand their financial goals and provide expert advice on suitable solutions.
  • Maintain strong relationships with clients, ensuring ongoing support and guidance.
  • Identify opportunities to generate new business through referrals and strategic partnerships.
Qualifications and Requirements
  • A strong business acumen and ability to work independently.
  • Excellent communication and interpersonal skills, with the capacity to build rapport with clients.
  • Possession of relevant certifications and experience in the financial services industry.
  • A willingness to learn and adapt to changing market conditions.
Company Culture
  • A dynamic and supportive work environment that fosters growth and development.
  • Opportunities to make a positive impact in the lives of clients and contribute to the company's mission.


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