- Location
- Jakarta, Jakarta, Indonesia · published
- Type
- Full-time
- Department
- Operations
- Source
- Workable
Description
- Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building
- Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates
- Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction
- Drive growth by encouraging clients to increase their investment contributions
- Share curated insights, research, and investment recommendations from the internal advisory team