Relationship Manager

3 days ago

South Tangerang, Banten, Indonesia Henan Asset Full time

About Us:

PT Henan Putihrai Asset Management is a professional and experienced financial services company, established in 2006 as a spin-off from PT Henan Putihrai Sekuritas. We are a licensed Investment Manager committed to serving our clients' best interests.

About The Role:

Are you a dynamic professional looking for new opportunities in the financial services industry? Join our team as a Relationship Manager, where you'll play a pivotal role in maintaining strong client relationships, identifying new business opportunities, and contributing to our continued success.

Responsibilities:

  • Cultivate and maintain strong relationships with clients or investors by providing exceptional service, understanding their financial objectives and guiding them toward suitable solutions.
  • Provide personalized financial advice and investment recommendations aligned with clients' goals and risk profiles.
  • Proactively seek opportunities to expand the retail client base and increase assets under management (AUM).
  • Manage sales efforts, including crafting and delivering presentations, negotiating contracts, and tracking sales activity.

Qualifications
:

  • Bachelor's Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
  • Minimum 5 years of hands-on experience in sales/marketing within the investment industry.
  • Proven track record of successfully growing AUM and expanding client portfolios.
  • Existing network of high-net-worth clients is a plus.
  • Preferably holds an active WAPERD (Mutual Fund Selling Agent Representative) or WPPE (Broker Dealer) & WMI (optional)

About The Team:

Our retail marketing team serves the company from 7 different locations, with employees from a variety of backgrounds. Our major goal is to deliver the greatest investment solution tailored to our customers' various financial goals and risk tolerances while expanding the company's client base and assets under management.

We are one of the local investment manager companies, but our mutual funds products have received several awards and are widely recognized. So, if you are a person who likes to build new connections and networking, easygoing, goal-oriented, critical thinker, presentable, a high achiever, and enjoy challenges, you're bound to fit right in.

  • Senior Relationship Manager

    3 days ago

    Tangerang, Banten, Indonesia Henan Asset Full time

    Company DescriptionEstablished in 2006, Henan Asset is an affiliate of PT Henan Putihrai Sekuritas, a licensed investment management company. We diligently manage investment funds with a skilled and experienced team to unlock the full potential for our clients. We offer exceptional service and personalized guidance to help our clients achieve their financial...

  • account relationship manager

    5 days ago

    Tangerang, Banten, Indonesia PT Cipta Kemas Indah Cemerlang Full time 30,000,000 - 100,000,000 per year

    ACCOUNT RELATIONSHIP MANAGER(MANDARIN SPEAKER)Code: ARMResponsibilities / duties:Develop, build and maintain strong and positive relationship on new and existing customer,Help to maintain service quality and customer retention, loyalty and happinessIdentifying sales opportunities, developing and executing strategies to land new businessCoordinate focused...

  • Relationship Manager Priority

    3 days ago

    Tangerang, Banten, Indonesia PT Bank Muamalat Indonesia, Tbk Full time $60,000 - $80,000 per year

    Job DescriptionAcquiring, maintaining, growing, and deepening relationship with existing and prospective priority customersIdentifying the financial or investment needs and objectives of such customer or prospective customersIntroducing alternative suitable banking products to meet the needs and objectivesProviding customers with professional adviceProviding...

  • Sales Account Manager

    3 days ago

    South Tangerang, Banten, Indonesia PT. Sigma Cipta Caraka (Telkomsigma) Full time 80,000,000 - 120,000,000 per year

    Job DescriptionWe are seeking a dynamic and strategic Sales Account Manager to drive sustainable growth by enhancing marketing effectiveness, optimizing market and business intelligence, and strengthening customer relationships. This role requires a consultative approach to selling, strong account management, understanding Business Acumen based on Industry...

  • Account Manager

    3 days ago

    South Tangerang, Banten, Indonesia PT Korelasi Persada Indonesia Full time $30,000 - $60,000 per year

    PT Korelasi Persada Indonesia is an information security solution and services company located in Tangerang. Co-found by experienced information technology professionals, it was established to serve corporate partners in planning, building, and operating the right information security solutions to improve business efficiency. We tend to help organizations to...

  • Mortgage Relationship Manager

    5 days ago

    Tangerang, Banten, Indonesia PT BFI Finance Indonesia, Tbk Full time 80,000,000 - 200,000,000 per year

    What You'll Do: Drive national target achievement through strategic third-party partnerships Expand new referral networks to grow our business Lead, manage, and develop your team to reach monthly goalsQualifications : Join Our Winning TeamWe're on the hunt for passionate and driven professionals to take our growth to the next levelWhat We're Looking For:...

  • Treasury Manager

    3 days ago

    South Tangerang, Banten, Indonesia Indonet Full time

    Established in 1994,indonetis a pioneer in providing digital infrastructure service that offers a variety of solutions and services designed to meet the evolving needs of modern businesses.indonet has succeeded in becoming the industry's benchmark as one of the companies that is able to provide solutions and added value, especially as a digital...

  • Assistant Procurement Manager

    3 days ago

    South Tangerang, Banten, Indonesia SIRCLO Full time 10,000,000 - 20,000,000 per year

    Responsible for managing and overseeing all procurement activities to ensure efficient purchasing operations that meet company standards in cost, quality, and delivery. The Assistant Procurement Manager plays a key role in developing vendor relationships, ensuring compliance with internal processes, and driving cost efficiency and operational excellence.Key...

  • HRGA Manager

    5 days ago

    South Tangerang, Banten, Indonesia Wirehire Full time 6,000,000 - 8,000,000 per year

    Responsibilities:Develop and implement HR policies, procedures, and strategies aligned with company goals.Manage end-to-end recruitment processes, including job postings, interviews, and onboarding.Oversee employee relations, addressing grievances, and fostering a positive work environment.Conduct performance appraisals and implement employee development...

  • Premier Wealth Relationship Manager

    5 days ago

    Tangerang, Banten, Indonesia Maybank Full time 90,000,000 - 120,000,000 per year

    Premier Wealth Relationship Manager (Premier Wealth Segment) will be responsible to manage portfolio funding and develop the growth number of new premier wealth customers, as well as the growth of Fee Base Income (Investment & Bancassurance)Requirement:Minimum 3 years experience as Funding MarketingUnderstanding of banking products, including investment and...