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Wealth Management

Salary undisclosed

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About Us:

PT Henan Putihrai Asset Management is a professional and experienced financial services company, established in 2006 as a spin-off from PT Henan Putihrai Sekuritas. We are a licensed Investment Manager committed to serving our clients' best interests. We are a local investment manager company, but our mutual funds products have received several awards and are widely recognized.

About The Role :

Developing new wealth business, including to serve as a strategic partner for high-net-worth clients, offering insightful financial solutions that align with their goals, values, and aspirations.

Responsibilities :

  1. Build sustainable relationship with clients
  2. Finding new ultra high net worth leads
  3. Giving clients portofolios
  4. Giving tailored financial solutions to clients
  5. Efficient at administrative and paperworks

Qualifications :

  1. Certified in WAPERD
  2. Certified in WMI
  3. Certified in CFA (Optional)

Skills :

  1. Capital Market Knowledge
  2. Tax Planning
  3. Selling and Negotiation
  4. Estate Planning
  5. Consumer Behavior
  6. Precision and Analytical Thinking
  7. Networking Skills

We are one of the local investment manager companies, but our mutual funds products have received several awards and are widely recognized. So, if you are a person who likes to build new connections and networking, easygoing, goal-oriented, critical thinker, presentable, a high achiever, and enjoy challenges, you’re bound to fit right in.