Client Broking Representative - Financial Services

Join Rakuten Trade Sdn Bhd as a Client Broking Representative in Bali and become a key player in delivering exceptional financial services to our diverse clientele. In this dynamic role, you will serve as the primary point of contact for clients, providing expert advice and solutions tailored to their unique needs. Rakuten Trade Sdn Bhd is a leading provider of financial services in Southeast Asia, known for its innovative approach and commitment to customer satisfaction. Located in Bali, you will be part of a vibrant team dedicated to helping clients achieve their financial goals.

As a Client Broking Representative, your daily tasks will involve managing client portfolios, conducting market research, and providing regular updates on financial trends. You will work closely with a team of financial experts to ensure that our clients receive the best possible service. This role offers a unique opportunity to grow your career in the financial services industry while enjoying the beautiful island of Bali.

Rakuten Trade Sdn Bhd is committed to fostering a diverse and inclusive workplace. We offer competitive salaries, comprehensive benefits, and opportunities for professional development. Join us and take the first step towards a rewarding career in financial services.

📋 Tanggung Jawab Pekerjaan

• Manage client portfolios and provide expert financial advice.
• Conduct market research and provide regular updates on financial trends.
• Serve as the primary point of contact for clients, addressing their queries and concerns.
• Collaborate with the sales and marketing teams to develop and implement client acquisition strategies.
• Monitor client performance and provide recommendations for improvement.
• Stay updated with industry regulations and best practices in financial services.
• Attend client meetings and events to build and maintain strong relationships.
• Provide training and support to junior team members.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in financial services or a related field.
• Strong knowledge of financial products and services, including stocks, bonds, and mutual funds.
• Excellent communication and interpersonal skills.
• Proficiency in English and Bahasa Indonesia.
• Certification in financial services or a related field is a plus.
• Experience with CRM software such as Salesforce or HubSpot.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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