Relationship Manager

PT Henan Putihrai Asset Management is a professional and experienced financial services company, established in 2006 as a spin-off from PT Henan Putihrai Sekuritas. We are a licensed Investment Manager committed to serving our clients' best interests.

Are you a dynamic professional looking for new opportunities in the financial services industry? Join our team as a Relationship Manager (Medan Branch), where you'll play a pivotal role in maintaining strong client relationships, identifying new business opportunities, and contributing to our continued success.

• Proactively identify and seize opportunities to expand the retail client base and consistently increase Assets Under Management (AUM) in alignment with corporate growth objectives.
• Cultivate and maintain strong, long-term relationships with clients by providing exceptional service and guiding them toward investment solutions that suit their financial goals.
• Deliver personalized financial advice and sophisticated investment recommendations tailored to the specific risk profiles and objectives of each investor.
• Maintain a comprehensive mastery of the firm’s product suite and undergo regular internal assessments to ensure the highest standards of product knowledge and advisory quality.
• Manage the end-to-end sales lifecycle, including crafting presentations, negotiating contracts, and tracking performance activity to ensure all quarterly business targets are met.

• Bachelor’s Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
• Minimum 5 years of hands‑on experience in sales/marketing within the investment industry.
• Proven track record of successfully growing AUM and expanding client portfolios.
• Existing network of high-net-worth clients is a plus.
• Preferably holds an active WAPERD (Mutual Fund Selling Agent Representative) or WPPE (Broker Dealer) & WMI (optional)