Skills
Mutual Fund Investments Certification
Mutual Fund Sales Agent
Relationship Manager
Sales Marketing
This job post is managed by
HP ASSET MANAGEMENT (HPAM)
Last active a month ago
Job description for Retail Funding Relationship Manager (Bogor) at PT. Henan Putihrai Asset Management
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.
- 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).
What Will You Get?
Joining our team comes with a range of attractive benefits, from a competitive incentive package to the opportunity to pursue your higher education funded by the company’s scholarship.
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.
About the company
Henan Putihrai is a part of an integrated financial services group and was one of the founding members of IDX in 1990. Similar to other global financial companies (Merrill Lynch, JP Morgan, Goldman Sachs & Morgan Stanley), our name which comes from the name of our founders represents TRUSTWORTHINESS, CHARACTER, INTEGRITY, & LEGACY. For many years, HP Financial positioned itself as a unique Financial Service Provider in the niche market. Our core competency is the ability to provide custom-made and personal solutions to our clients with a variety of expertise and creative solutions. Since the implementation of the development strategy in the primary sector, HPFinancial aims to bring investment strategies and portfolio management skills to retail investors by creating accommodative, practical, and informative products and services. HPFinancial also has software and programs that can facilitate the investment decision-making process. HP Financial primary businesses are PT Henan Putihrai Sekuritas (HP Sekuritas) and PT Henan Putihrai Asset Management (HP Asset Management).
Office address
Sahid Sudirman Center Lantai 46, Jalan Jenderal Sudirman No.86, RW.11, Karet Tengsin, Kecamatan Tanah Abang, Kota Jakarta Pusat, Daerah Khusus Ibukota Jakarta 10220Company gallery
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