Relationship Manager (BSD)

PT. Trimegah Sekuritas Indonesia, Tbk


Tanggal: 7 jam yang lalu
Kota: South Tangerang, Banten
Jenis kontrak: Penuh waktu

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 (Is a must)
  • Previously worked in Securities / Banking Industry
  • At least 3 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.

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