Client Partner

Deskripsi pekerjaan

- Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building - Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates - Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction - Drive growth by encouraging clients to increase their investment contributions - Share curated insights, research, and investment recommendations from the internal advisory team ### Requirements - MBA graduate is a must and coming from a reputable university is preferred - Strong interpersonal and communication skills - Previous experience in sales, account management, or client servicing is an advantage - Willingness to work full-time onsite at the company’s office