Manage and maintain strong relationships with key clients (High Net Worth / Institutional Clients) to ensure high levels of satisfaction and long-term engagement.
Design financial strategies, investment plans, and customized portfolio models aligned with clients’ financial goals.
Monitor and analyze clients’ investment portfolios, providing recommendations for rebalancing in response to market conditions.
Track and respond to changes in clients’ financial needs and circumstances, while keeping them informed about new and existing financial products and services.
Expand the client base by developing relationships and offering suitable financial solutions.
Coordinate with relevant departments, including marketing and client services, to achieve sales and revenue targets.
Uphold professional ethics and provide financial advisory services in compliance with regulatory standards.
What we're looking for
Bachelor’s degree or higher in Finance, Investment, Economics, Business Administration, or related fields.
Minimum 2–5 years of experience in relationship management, investment advisory, or capital market–related fields.
Possession of an Investment Consultant License or other relevant certifications (e.g., IC Complex, CFP, CFA) will be an advantage.
Excellent communication, presentation, and negotiation skills.
Positive attitude, client-oriented mindset, and strong teamwork skills.
Prior experience in Relationship Management with solid knowledge of Mutual Funds and Structured Products will be highly valued.
