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Job description for Retail Funding Relationship Manager (Bogor) at PT. Henan Putihrai Asset Management
- 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.
- Bachelor’s Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
- More than 3 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).
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