Client Partner

Ajaib • Financial Services • FinTech • Master's Degree • 1 year ago
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Location
In office (Jakarta)
Employment
Full-Time
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Ajaib

Founded in 2018 and headquartered in West Jakarta City, Indonesia, Ajaib is an investing platform to buy and sell stocks, ETFs, and mutual funds.
ajaib.co.id • HQ: Jakarta, Indonesia • FinTech • Financial Services • Capital Markets
  • 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
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