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.