P
PT. Trimegah Sekuritas Indonesia, Tbk
Relationship Manager (Cirebon)
2 months ago
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Important information
Contract type:
Permanent
Location:
Cirebon, Cirebon City, West Java, Indonesia
Work mode:
Onsite
Published on:
7 September 2026
What they need
- 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 2 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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