job description
Join Path Finder Investment as an Account Manager for Aggre Capital and take your career to new heights in the dynamic world of finance and investment. Based in the vibrant regions of Bali, including Canggu, Ubud, Denpasar, and more, this role offers a unique opportunity to work in a thriving market while enjoying the island's unparalleled lifestyle.
As an Account Manager, you will be at the forefront of client relationships, driving business growth, and ensuring exceptional service delivery. You will work closely with high-net-worth individuals and institutional clients, providing tailored investment solutions and fostering long-term partnerships. This role is perfect for ambitious professionals who thrive in a fast-paced environment and are passionate about achieving excellence.
At Path Finder Investment, we believe in empowering our team with the tools, training, and support needed to succeed. You will have access to cutting-edge financial products, a collaborative work culture, and opportunities for career advancement. If you are a motivated self-starter with a knack for sales and client management, we want to hear from you!
Responsibility
- Develop and maintain strong relationships with existing and prospective clients to drive business growth.
- Provide personalized investment solutions and financial advice tailored to client needs.
- Achieve and exceed sales targets by identifying new opportunities and closing deals.
- Conduct market research and stay updated on industry trends to offer informed recommendations.
- Collaborate with internal teams to ensure seamless execution of client transactions.
- Prepare and present reports on account performance and market insights.
- Attend networking events and industry conferences to expand professional connections.
- Ensure compliance with company policies and regulatory requirements.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, account management, or financial services.
- Strong communication and interpersonal skills to build rapport with clients.
- Ability to work independently and as part of a team in a fast-paced environment.
- Excellent analytical and problem-solving skills.
- Proficiency in CRM software and Microsoft Office Suite.
- Fluency in English and Bahasa Indonesia is preferred.
- Self-motivated with a results-driven mindset.