- Location
- Puri Branch, Indonesia
- Type
- Full-time
- Department
- Sales
- Closing date
- Jun 30, 2026
- Source
- Workday
Description
Key Individual Accountabilities
- Staying up to date to market news and development.
- Build and maintain strong relationship with retail equity clients by:
- Understand clients needs
- Understand clients trading preferences.
- Inform clients with all relevant market news and development and its implication on trading recommendation.
- Provide clients with trading recommendation based on the research by Research Department.
- Communicate clients transaction order to Sales Dealer needs
- Call and visit clients to build excellent rapport and serve clients relevant needs
- Continuously renew the WPPE license
- Approach potential clients and establish excellent rapport to make new retail clients for the company.
- Assist new retail clients through the registration process.
- Applying Know Your Customer Principles as referred to in OJK Regulations
- Make a contract to open regular Security accounts with clients
- Make a contract to open a financing Securities account with a customer for customer who receive financing facilities
- Working closely with sales dealer and admin branch
- Dealing with retail clients.
- Responsible upon trading errors and unresolved debts
- Responsible for clients transaction upon regulatory related questionings
Requirement
- Bachelor’s degree in Business, Economics, Finance, or Accounting.
- Strong interest in the equity market.
- Holds a WPPE License.
- Experience in building customer loyalty.
- Excellent interpersonal skills.
- Proven time management skills.
- Willing to be placed at any branch office (Sumatra, Sulawesi, Java, etc.)
Skills
Java
