Mandarin Speaking Virtual Branch Trimegah Priority Specialist
Trimegah Sekuritas Indonesia
- South Jakarta, Indonesia18th & 19th Artha Graha Building, South Jakarta, Jakarta, IndonesiaSouth JakartaJakartaIndonesiaIndonesia
- Full timeFULL_TIME
Job Description
- Build and maintain strong relationships with priority clients, understanding their investment objectives, risk tolerance, financial situation, and long-term goals.
- Analyze clients' investment portfolios and financial situations to provide tailored recommendations and strategies that align with their objectives.
- Provide expert investment advice and guidance on a range of financial products, including stocks, bonds, mutual funds, and other securities.
- Regularly review and update financial plans based on changes in clients' circumstances or market conditions
- Conduct regular meetings and communication with clients to provide updates on market trends, portfolio performance, and relevant investment opportunities.
- Address client concerns and inquiries promptly, providing solutions and ensuring a high level of client satisfaction.
Minimum Qualifications
- Bachelor's degree in finance, economics, business, or a related field.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships at all levels.
- Fluent in Mandarin
- Minimum of 3 years of experience in business development, preferably in the capital market or financial services industry.
Perks and Benefits
- Medical / Health Insurance
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- 18th & 19th Artha Graha Building
About Trimegah Sekuritas Indonesia
Established in May 1990, PT Trimegah Sekuritas Indonesia Tbk (previously PT Trimegah Securities Tbk) earned its Broker-dealer license and Underwriting license from Capital Market Supervisory Board (Bapepam) in 1992 and 1993. On January 31, 2000 the Company listed its shares at PT Bursa Efek Jakarta (the Jakarta Stock Exchange, now PT Bursa Efek Indonesia – Indonesia Stock Exchange) with stock code “TRIM”.
Now PT Trimegah Sekuritas Indonesia Tbk has 3 business units and 1 subsidiary. Equity Capital Markets (ECM) Division provides equity brokerage service, including online trading, for retail and institutional clients, and margin lending facility. Debt Capital Markets (DCM) Division facilitates government bond transactions, including Retail Government Bond, Retail Sharia Government Bond, and corporate bonds. Investment Banking (IB) Division provides bonds and equity underwriting service as well as financial advisory, including merger & acquisition, divestment, valuation, due diligence, corporate restructuring and financing. To complete our services, in April 2014, PT Trimegah Sekuritas Indonesia Tbk also acts as Mutual Funds Sellling Agent.
On January 31, 2011, PT Trimegah Asset Management as subsidiary of PT Trimegah Sekuritas Indonesia Tbk, earned its Business License as Investment Management Company.
PT Trimegah Asset Management provides a variety of investment products for all asset classes consisting of equity, balanced, fixed income and money market funds tailored to the needs of clients, from individuals, corporations, financial institutions to pension funds, to achieve an optimum return in the long-term investment.
Our more integrated products and services are served through 14 branch offices in 12 major cities throughout Indonesia. The Company is committed to information technology development to increase the quality of service.
Mission
Educate and create wealth for the community through unique and professional Investment Experience.
Vision
Be the most preferred destination for financial services in the region.
Corporate Values
Forward Thinkers
Excellence or Nothing
People Focused
Informed Perspective