Senior Relationship Manager - Wealth & Investment

Cermati.com

4 months ago

Jakarta, Indonesia

Onsite

Full Time

Junior

0 applicants

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About this role

This role involves acquiring and developing client relationships in the mutual fund industry, selling a range of investment products, and providing value-added recommendations to clients. The focus is on maintaining high service standards and maximizing client satisfaction. It requires a client-facing approach with relevant accreditation and product knowledge.

Skills

About Cermati.com

cermati.com

Cermati is an Indonesian fintech marketplace that helps consumers compare and apply for financial products — including personal loans (KTA), credit cards, insurance, investments, digital gold, and online bill payments. Available via website and mobile app, it aggregates offerings from banks, lenders, and insurers to surface competitive rates and simplify applications. The platform also provides tools, calculators, and educational content to help users make informed financial decisions. Cermati partners with financial institutions to facilitate applications and customer support across Indonesia.