Persyaratan
5 - 10 tahun pengalaman
Minimal Sarjana (S1)
25-40 tahun
Loker ini dikelola oleh
Bareksa hrd
Aktif 4 hari yang lalu
Skills
Deskripsi pekerjaan Account/Relationship Manager (Investment Product) Bareksa Portal Investasi / Bareksa.com
Company Description
Bareksa is the first and largest integrated financial marketplace in Indonesia. Founded in 2013, Bareksa's mission is to help people achieve their financial goals through investing in mutual funds. They offer over 200 mutual fund products from 40 asset management companies, as well as Umrah savings and government bonds. Bareksa has also partnered with major e-commerce platforms such as Tokopedia, Bukalapak, and e-wallet Doku to expand their reach.
Role Description:
• Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Company
• Develop client’s subscription and AUM in the Company
• Understand clients’ investment profile and give the best choice of products to meet the needs based on individual clients’ circumstances and risk appetite
• Provide services, investment advices and help with clients transactions execution
• Monitor clients’ portfolio and provide update to clients
• Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
• Develop and maintain relationship with business partners and assist in the development of marketing and business related projects in the Company
Job requirements:
• Degree holders or equivalent
• Over 3 years of relevant working experience in banking industry or investment business serving high net worth customers
• Sound knowledge of various investment products
• Sound knowledge of Financial Market, and Capital market
• Good selling, relationship building, communication and interpersonal skills
• Professional licensing qualifications on WAPERD and/or WPPE-P is preferred
Tips Aman Cari Kerja
Jangan berikan informasi rekening, kartu kredit, atau uang saat melamar kerja. Perusahaan yang legal tidak memungut biaya rekrutmen.
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