Relationship Manager (Kelapa Gading)

Trimegah Securities Indonesia | Kelapa Gading | ID

Job description :

  • Manage relationships with potential clients in the securities industry.
  • Provide timely and accurate market insights and investment recommendations to clients.
  • Develop and implement investment strategies for clients based on their investment objectives and risk tolerance.
  • Collaborate with the research and trading teams to develop customized investment solutions for clients.
  • Monitor clients investment portfolios and provide periodic updates to ensure that investment objectives are being met.
  • Cross-sell and upsell products and services to clients.

Requirements :

  • Candidate must possess Bachelor Degree in any field.
  • Has a WPPE/WPPEP certificate 
  • Previously worked in Securities / Banking Industry
  • At least 2 years experiences in the related field for this position.
  • Skills required: Sales, Marketing, Relations, and Investment
  • Preferably Supervisor/Coordinator specialized in Finance - Corporate Finance/Investment/Retail Banking or equivalent.

Information :

  • Company : Trimegah Securities Indonesia
  • Position : Relationship Manager (Kelapa Gading)
  • Location : Kelapa Gading
  • Country : ID
Next Process

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Post Date : 2025-05-22 | Expired Date : 2025-06-21

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