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Senior Relationship Manager - Wealth & Investment

📍 Indonesia

Finance and Insurance PT Dwi Cermat Indonesia

Job Description

Senior Relationship Manager - Wealth & Investment Acquisition of new client relationships and development of existing client relationships for mutual fund

Selling a range of investment products to existing and potential clients.

Achieving high levels of service standards and maximizing client satisfaction.

Demonstrate awareness of budgets and accounts and profitability

Managing teams that will help in acquiring and development of client relationships both new and existing

Provide value adding recommendation for the clients.

Qualifications Has worked in a client facing role within client relationship environment for at least 2 years

Has the relevant accreditation

Is conversant with the full range of mutual fund products, including bonds

Possess relevant accreditation and

WPPE (Wakil Perantara Pedagang Efek)

certification.

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Job Details

Posted Date: December 7, 2025
Job Type: Finance and Insurance
Location: Indonesia
Company: PT Dwi Cermat Indonesia

Ready to Apply?

Don't miss this opportunity! Apply now and join our team.