Senior Relationship Manager - Wealth & Investment

Cermati is a financial technology (fintech) startup based in Indonesia. The company simplifies the process of finding and applying for financial products by bringing everything online. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies.

Requirements

• 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.
• 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