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Relationship Manager
  • Posted 11 days ago
  • Be among the first 10 applicants

Job Description

Are you passionate about the capital market and building strong client relationships Join our team and grow your career with us!

Key Responsibilities

  • Conduct daily sales activities to achieve monthly targets, acquire new clients, follow up on prospects, and increase the number of active clients.
  • Handle the opening process for securities accounts and client fund accounts, ensuring document completeness and SID ownership, as well as receiving, recording, and forwarding client transaction instructions in accordance with applicable procedures.
  • Maintain communication with clients, provide information regarding services and system-related issues, handle client visits and complaints, and ensure that complaints are resolved professionally and in a timely manner.
  • Implement AML-CFT (Anti-Money Laundering and Counter-Terrorism Financing) requirements, ensure that all client transactions and activities comply with applicable regulations, and coordinate with the Risk Management function in setting transaction limits and implementing risk controls.

Requirements

  • Bachelor's degree from a reputable university.
  • Minimum 3 years of experience as a Relationship Manager, Equity Sales, or similar role in the capital market industry.
  • Strong knowledge of capital market products and investment solutions.
  • Must hold a valid WPPE license.
  • Excellent communication, negotiation, and relationship-building skills.
  • Target-oriented, proactive, and customer-focused.
  • Placement: Palembang

If you're ready to take your career to the next level, we'd love to hear from you!

More Info

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Key Skills

WPPE license

AML-CFT (Anti-Money Laundering and Counter-Terrorism Financing)

Capital market products

Investment solutions

Sales activities

Risk controls

Transaction limits