Relationship Manager

  • Jakarta, Indonesia
  • Full-time

Company Description

Ajaib is a financial technology company that provides a modern digital experience for beginners and seasoned investors alike. Our mission is to enable our customers to achieve financial freedom. Financial systems are the backbone of any country's economy and wealth so we bear heavy responsibility for our customers. Our software engineers work on a variety of projects ranging from bleeding-edge innovations in financial systems to exciting consumer products. We never stop learning and we always seek ways to improve. If you want to apply your knowledge and skills to impact millions of lives, join our team.

Job Description

  • Maintain relationship with selected value Ajaib clients via WhatsApp and other online channels to ensure client has positive experience with Ajaib
  • Advice clients on their financial health status and risk profiles, as needed
  • Distribute regular news content from Ajaib's financial expert team to value clients
  • Liaise client’s needs with Customer Service and other teams

Qualifications

  • Has a Bachelor's Degree in Finance, Economics, Business or other related fields
  • You are an investor yourself and passionate about investment
  • Certified in WPPE, CFP, QWP or RFP preferred
  • Working experience as a relationship manager, financial advisor, banker, investor or other related fields preferred