job description
Join uSMART Securities Limited as a Relationship Manager (Branch) in the vibrant financial hub of Bali. This is a unique opportunity to build lasting client relationships while supporting high-impact roadshow events and delivering branch-based financial services to a diverse clientele.
In this dynamic role, you will serve as the trusted advisor for our clients, providing tailored financial solutions, fostering long-term partnerships, and driving business growth. Your expertise in client engagement, wealth management, and financial advisory will be key to enhancing our brand presence in Bali’s competitive market.
We offer a competitive salary package, professional development opportunities, and the chance to work in a collaborative, fast-paced environment where your contributions directly impact our success. If you are a results-driven, client-centric professional with a passion for finance, we invite you to apply and take the next step in your career with us.
Responsibility
- Develop and maintain strong client relationships through personalized financial advisory and proactive engagement.
- Organize and execute roadshow events to promote financial products and attract new clients.
- Provide branch-based financial services, including account management, investment recommendations, and portfolio reviews.
- Identify and pursue business development opportunities to expand the client base and increase revenue.
- Collaborate with cross-functional teams to ensure seamless client onboarding and service delivery.
- Stay updated on market trends, regulatory changes, and financial products to provide accurate and timely advice.
- Prepare and present financial reports and performance analyses to clients and stakeholders.
- Ensure compliance with company policies, industry regulations, and ethical standards in all client interactions.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degrees or certifications (e.g., CFA, CFP) are a plus.
- Minimum 3 years of experience in relationship management, wealth management, or financial advisory roles.
- Proven track record of client acquisition, retention, and revenue growth in the financial services sector.
- Strong communication, negotiation, and interpersonal skills with the ability to build trust with high-net-worth clients.
- In-depth knowledge of financial markets, investment products, and regulatory frameworks.
- Proficiency in CRM software, financial analysis tools, and Microsoft Office Suite.
- Ability to work independently and collaboratively in a fast-paced, target-driven environment.
- Fluency in English; additional languages (e.g., Mandarin, Indonesian) are advantageous.