Lead Relationship Manager - Wealth & Investment

cermaticom· Business Development
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📍 Jakarta📍 Jakarta, Jakarta, Indonesia📍 idFull time

About this role

Company Description

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial product by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.


Our team hailed from Silicon Valley Tech companies such as Google, Microsoft, LinkedIn and Sofi as well as Indonesian startups such as Doku, Touchten. We have graduates from well known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell and many others. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies. Join us in our cause to build a world class fintech company in Indonesia.

Job Description

  • Acquisition of new client relationships and development of existing client relationships
  • Selling a range of investment products to existing and potential clients.
  • Achieving high levels of service standards and maximizing client satisfaction.
  • Demonstrate awareness of budgets and accounts and profitability
  • Managing teams that will help in acquiring and development of client relationships both new and existing
  • Provide value adding recommendation for the clients.

Qualifications

  • Has worked in a client facing role within client relationship environment for at least 7 years
  • Has the relevant accreditation
  • Is conversant with the full range of mutual fund products, including bonds

Additional Information

Frequently Asked Questions

Is the salary disclosed for the Lead Relationship Manager - Wealth & Investment position at cermaticom?
The salary for this Lead Relationship Manager - Wealth & Investment role at cermaticom is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Lead Relationship Manager - Wealth & Investment position at cermaticom located?
This Lead Relationship Manager - Wealth & Investment role at cermaticom is based in Jakarta, Jakarta, Jakarta, Indonesia, id. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Lead Relationship Manager - Wealth & Investment role at cermaticom full-time or part-time?
This is listed as a Full time position. It is posted as a Lead Relationship Manager - Wealth & Investment role in the Business Development department at cermaticom.
Which team or department does the Lead Relationship Manager - Wealth & Investment at cermaticom belong to?
This Lead Relationship Manager - Wealth & Investment position is part of the Business Development department at cermaticom. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Lead Relationship Manager - Wealth & Investment position at cermaticom?
Click the "Apply Now" button on this page. You will be redirected to cermaticom's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Lead Relationship Manager - Wealth & Investment job at cermaticom posted?
This Lead Relationship Manager - Wealth & Investment position at cermaticom was posted on Feb 6, 2026. Apply as soon as possible — early applications are often reviewed first.
Lead Relationship Manager - Wealth & Investment
cermaticom
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