Account Manager - Aggre Capital

Join Path Finder Investment as an Account Manager for Aggre Capital and take your career to new heights in the dynamic world of finance and investment. Based in the vibrant regions of Bali, including Canggu, Ubud, Denpasar, and more, this role offers a unique opportunity to manage and grow client relationships in the thriving investment landscape. As an Account Manager, you'll be at the heart of our operations, ensuring that our clients receive the best possible service and support.

At Path Finder Investment, we pride ourselves on our innovative approach to investment management. Our team is dedicated to helping clients achieve their financial goals, whether it's through strategic planning, portfolio management, or risk assessment. With a focus on transparency and client satisfaction, we aim to build long-term relationships that drive mutual success.

In this role, you'll work closely with clients to understand their unique needs and objectives. You'll develop and implement tailored investment strategies, monitor performance, and provide regular updates. This is a chance to make a real impact in the financial world, with the support and resources of a leading investment firm.

📋 Tanggung Jawab Pekerjaan

• Manage and grow client relationships by providing exceptional service and support.
• Develop and implement tailored investment strategies based on client needs and objectives.
• Monitor portfolio performance and provide regular updates to clients.
• Conduct market research and stay updated on industry trends to advise clients effectively.
• Assist in the development of new business opportunities and sales initiatives.
• Collaborate with the investment team to ensure all client needs are met.
• Maintain accurate and up-to-date client records and documentation.
• Participate in team meetings and contribute to the overall success of the investment firm.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 3 years of experience in a client-facing role within the finance or investment industry.
• Strong understanding of investment products, including equities, fixed income, and alternative investments.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of financial software and tools, such as Bloomberg Terminal or similar platforms.
• Ability to work well under pressure and meet deadlines.
• Strong analytical and problem-solving skills.

🛠️ Keahlian

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