Client Partner
Jakartaonsite
Posted 2w ago · via Workable
About this role
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 t…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Jakarta. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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