Responsibles

• Develop and maintain strong relationships with high-net-worth clients, which include regular meetings with clients to understand their investment portfolios in fulfilling financial goals.
• Manage and optimize client's portfolio performance.
• Provide priority clients with exceptional services of investment advice and portfolio management that are up to date with ongoing market trends and conditions.
• Steady in handling bespoke priority client's inquiries and requests.
• Identify prospective client bases, implement marketing and high-quality investment service strategies to acquire new priority clients.
• Able to work both individually and in teams to coordinate with other departments in delivering solutions for priority clients.

Qualifications

• Minimum 2 years as Priority RM in capital market, wealth management, financial industry, or a related field.
• Strong knowledge of financial products (Equity, Bonds, Mutual Funds) and capital market services.
• Education minimum Bachelor's Degree (S1) in a related major.
• Equipped in capital market dynamics and regulation.
• Having WPPE License is mandatory, and any related additional financial certifications (CFA, CFP, etc.) are appreciated.
• Prioritize integrity & professionalism in working under pressure and deadlines.
• Excellent communication, interpersonal, and problem-solving skills.
• Posses a wide range of client base is a bonus.

If you are interested and you think you have what it takes, please send your application letter, detailed resume and recent photograph to: Recruitment@mandirisekuritas.co.id 

Subject : PRM_(Name)
Example: PRM_John Doe

Submission deadline : 31 January 2025