Investment Relationship Manager

We are looking for a dynamic and client-oriented Investment Relationship Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, providing expert investment advice, and ensuring client satisfaction to support business growth.

Location:

Jakarta, Indonesia
Work Mode:
Work From Office
Role:
Investment Relationship Manager

• Build and nurture long-term relationships with clients
• Provide tailored investment solutions based on client needs and goals
• Monitor portfolios and provide regular performance updates
• Prepare detailed reports and present investment recommendations
• Stay updated on market trends, products, and regulations
• Conduct meetings, presentations, and negotiations with clients

• Proven experience in investment management or financial advisory roles
• Strong interpersonal and communication skills
• Solid understanding of financial markets and investment products
• Analytical mindset with attention to detail
• Ability to manage multiple client accounts efficiently
• Bachelor's degree in Finance, Business, or related field preferred