Investment Sales

What You'll Do

• Identify and target potential clients — institutional and retail investors, high-net-worth individuals, and selling-agent partners.
• Read client needs and industry developments, and tailor solutions that actually fit the market.
• ⁠Build and maintain strong relationships with existing clients to keep them loyal and bring in additional investments.
• ⁠Run client meetings, presentations, and follow-ups to promote the firm's products and services.
• ⁠Put strategies in place to grow the client base and increase AUM.
• ⁠Know the firm's investment products, services, and performance inside out.
• ⁠Clearly communicate the benefits and unique features of what we offer to prospective clients.
• Do thorough market research — trends, competitive landscape, growth opportunities.
• Keep an eye on competitors and strategize to stay ahead.
• Stay current on industry trends, regulatory changes, and product innovations.
• Track and report on business development activity, client interactions, and progress against targets.
• Analyze sales data, prepare performance reports, and present findings to senior management.
• Adjust your approach based on the metrics and market feedback.
• Run due diligence on new and existing clients, keep accurate records, and support the firm's overall compliance framework.

What We Need From You

• 3–5 years in investment sales / distribution at an asset management firm — you know how to sell investment products and grow AUM.
• WAPERD certification required — you must hold a valid WAPERD (Wakil Agen Penjual Efek Reksa Dana) certification.
• ⁠Strong product knowledge — you can explain funds and investment products clearly and make the case with confidence.
• A real relationship-builder — you win trust and keep clients coming back, not just closing one-off deals.
• Sharp on markets and the competitive landscape — you know the industry and can spot where the opportunities are.
• Comfortable with data and reporting — you can track your pipeline, read the numbers, and present clearly to senior management.
• Solid grasp of compliance and due diligence — you sell hard but always within the rules.
• Driven and target-oriented — you like having a number and beating it.
• Excellent communicator and presenter — confident in a room, clear on paper.
• Proactive and self-driven — you go find the clients, you don't wait for leads to land.
• Organized and reliable — you manage a pipeline and follow-ups without letting anything slip.

Nice To Have (not Required)

• A WMI (Wakil Manajer Investasi) license is a plus, but not required.
• Familiarity with Sharia investment products is a big plus.
• ⁠An existing network of institutional, HNWI, or selling-agent relationships.
• Familiarity with the Indonesian capital markets and the local distribution landscape.
• You already follow, trade, or invest in the markets on your own.