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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 :
- Build sustainable relationship with clients
- Finding new ultra high net worth leads
- Giving clients portofolios
- Giving tailored financial solutions to clients
- Efficient at administrative and paperworks
Qualifications :
- Certified in WAPERD
- Certified in WMI
- Certified in CFA (Optional)
Skills :
- Capital Market Knowledge
- Tax Planning
- Selling and Negotiation
- Estate Planning
- Consumer Behavior
- Precision and Analytical Thinking
- 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.