- Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building
- Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates
- Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction
- Drive growth by encouraging clients to increase their investment contributions
- Share curated insights, research, and investment recommendations from the internal advisory team
Requirements
- MBA graduate is a must and coming from a reputable university is preferred
- Strong interpersonal and communication skills
- Previous experience in sales, account management, or client servicing is an advantage
- Willingness to work full-time onsite at the company’s office
Laporkan lowongan
