Forex & Investment Relationship Manager (Ultra High Net Worth Individual Market)

Forex & Investment Relationship Manager (Ultra High Net Worth Individual Market) Location:

Jakarta, Indonesia

Work Mode:

Work From Office

Role:

Forex & Investment Relationship Manager

What You’ll Do:

Build and maintain relationships with Ultra High Net Worth clients

Provide personalized investment advice and strategies

Conduct regular portfolio reviews and performance assessments

Stay updated on market trends and economic news

Collaborate with internal teams to deliver integrated financial solutions

Develop comprehensive reports on client portfolios and performance analysis

What We’re Looking For:

Minimum of 5 years of experience in investment management or related fields

Strong understanding of Forex markets and investment products

Excellent communication and interpersonal skills

Proven track record of managing high‑net‑worth client portfolios

Ability to work independently as well as part of a team

Relevant certifications (CFA, CFP) preferred but not mandatory

Ready to elevate your career?

Apply now and join us in providing exceptional financial services!

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