Relationship Manager

Relationship Manager – Help Gotrade’s Prestige Clients Invest with Confidence

A LITTLE ABOUT US

At Gotrade, we’re on a mission to make investing simple, engaging, and accessible for everyone in Indonesia.

We believe investing should be built on trust, education, and strong relationships. As our user base grows, we’re expanding our

Prestige client program

to better serve experienced investors who expect a higher level of engagement, insight, and support.

Our Relationship Managers play a critical role in ensuring these clients feel valued, informed, and confident in their investing journey.

ABOUT THE ROLE

We’re looking for a

Relationship Manager (RM)

who thrives on building strong client relationships and driving meaningful engagement with investors.

In this role, you’ll work closely with Gotrade’s

Prestige clients

— maintaining regular communication, sharing market insights, and helping clients stay active and confident in their trading journey.

This is a highly client-facing role that combines

relationship management, financial knowledge, and commercial awareness .

Location:

Full-time, on-site in Jakarta

Key Responsibilities

Build and maintain strong relationships with Gotrade’s Prestige clients. Proactively contact clients to provide updates, insights, and platform guidance. Drive trading activity and client engagement through regular communication. Monitor client activity and identify opportunities to improve retention and satisfaction. Understand client needs and help them navigate Gotrade’s products and features. Collaborate with Product, Marketing, and Customer Experience teams to relay client feedback. Support campaigns, product launches, and initiatives targeted at high-value users. Maintain accurate records of client interactions in CRM systems.

Ideal Candidate Profile

Strong communicator who can build trust and long-term relationships with clients. Comfortable discussing financial markets, investment strategies, and trading behavior. Commercially driven with a track record of achieving sales or engagement targets. Professional, disciplined, and proactive in managing client relationships. Confident communicator with

impeccable English communication skills . Curious about financial markets and passionate about helping clients succeed. Comfortable using digital tools and modern productivity platforms.

Requirements

3–6 years of experience in relationship management, sales, or client advisory roles. Experience in

banking, wealth management, insurance, brokerage, or financial services

preferred. Proven experience meeting or exceeding sales or client engagement targets. Familiarity with

investment products such as equities, funds, or structured products . Candidates from

equity brokerage firms, banks, or investment platforms

are strongly preferred. Insurance agents with investment product experience are also welcome to apply. Experience using

AI tools or AI-assisted workflows

is a plus. Bachelor’s degree in Finance, Business, Economics, or related fields preferred.

Why You Should Join Us

✔

High-Impact Client Role

– Work directly with Gotrade’s most valuable investors. ✔

Dynamic Environment

– Join a fast-moving fintech company redefining investing in Indonesia. ✔

Professional Growth

– Expand your knowledge across global markets, fintech, and client engagement. ✔

Collaborative Team

– Work with talented teammates who care deeply about users and product quality.

If you’re passionate about

investing, client relationships, and helping investors stay engaged with the markets , we’d love to hear from you.

Apply now and help shape the future of investing with Gotrade.