Lead Relationship Manager - Wealth & Investment

Cermati is a financial technology startup based in Indonesia, dedicated to simplifying the process of finding and applying for financial products online. The company is seeking a Lead Relationship Manager to join its Wealth & Investment team, focusing on expanding and nurturing client relationships. This role is pivotal in driving the company's mission to provide accessible and efficient financial services to a diverse clientele.

The Lead Relationship Manager will be responsible for acquiring new client relationships and developing existing ones. This includes selling a range of investment products to both current and potential clients, ensuring high service standards, and maximizing client satisfaction. The role also involves managing teams that assist in client acquisition and development, as well as providing value-added recommendations tailored to client needs.

Candidates should have at least seven years of experience in client-facing roles within a client relationship environment. Relevant accreditation is required, along with a strong understanding of mutual fund products, including bonds. The ideal candidate will possess excellent communication skills, a client-centric approach, and the ability to lead and mentor teams effectively.

Cermati offers a dynamic work environment with opportunities for professional growth. Employees are encouraged to innovate and contribute to the company's mission of making financial products more accessible. The company values transparency, drive, and meritocracy, fostering a culture that supports both personal and professional development.