Surabaya - Investment Wealth Manager
Hybrid
Core
Acquiring new customers and servicing existing customers by selling investment products to meet investment needs.
Role type
Investment Wealth Manager
Builds
Investment product sales and portfolio growth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales of mutual funds and wealth products, customer acquisition, portfolio management, risk and compliance (KYC, AML), product suitability assessment
Preferred skills
Knowledge of capital markets, agile mindset
Technologies
None stated
Responsibilities
Acquiring new customers and servicing existing customers by selling investment products; Complying with regulations and company policies including KYC and AML; Following sales processes and submitting activity reports
Seniority
Mid-level, hands-on IC