Job Description
Full details about the role and requirements
Yukerja Summary
The Institutional Sales (Reksa Dana) role at PT Invesnow Principal Optima is curated from JobStreet (category Teknologi & IT). Note the work location (South Jakarta, Jakarta) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Job Responsibilities:
Achieve a sales target requirement
Building a High Net Worth Individual portofolio and generating revenue from both transactional fees and management frees
Provide an aftersales service to the clients through market and portofolio updates
Achieve the KPI of RM on a monthly basis
Qualifications:
Having a WMI/WPPE/WPPE-P/WAPERD license is a must.
Minimum Bachelor's (S1) Degree in any field.
Minimum of 3 years of experience in sales, client relationship management in the investment or equity brokerage, and asset management/APERD selling mutual funds
Excellent communication and interpersonal skills, with the ability to effectively engage with customers.