Mandarin Speaking Virtual Branch Trimegah Priority Specialist
Trimegah Sekuritas Indonesia
- South Jakarta, Indonesia18th & 19th Artha Graha Building, South Jakarta, Jakarta, IndonesiaSouth JakartaJakartaIndonesiaIndonesia
- Full timeFULL_TIME
Job Description
- Build and maintain strong relationships with priority clients, understanding their investment objectives, risk tolerance, financial situation, and long-term goals.
- Analyze clients' investment portfolios and financial situations to provide tailored recommendations and strategies that align with their objectives.
- Provide expert investment advice and guidance on a range of financial products, including stocks, bonds, mutual funds, and other securities.
- Regularly review and update financial plans based on changes in clients' circumstances or market conditions
- Conduct regular meetings and communication with clients to provide updates on market trends, portfolio performance, and relevant investment opportunities.
- Address client concerns and inquiries promptly, providing solutions and ensuring a high level of client satisfaction.
Minimum Qualifications
- Bachelor's degree in finance, economics, business, or a related field.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships at all levels.
- Fluent in Mandarin
- Minimum of 3 years of experience in business development, preferably in the capital market or financial services industry.
Perks and Benefits
- Medical / Health Insurance
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 18th & 19th Artha Graha Building
About Trimegah Sekuritas Indonesia
PT Trimegah Sekuritas Indonesia Tbk (the Company) was established on May 9, 1990 under the name PT Trimulya Securindolestari based on Deed No. 64 dated May 9, 1990, which subsequently changed to PT Trimegah Securindolestari on May 28, 1990 based on Deed No. 227 dated May 28, 1990. The deeds were made before Rachmat Santoso, S.H., Notary in Jakarta, and have been announced in State Gazette of the Republic of Indonesia No. 80 dated October 5, 1990, Supplement No. 3832. The Company earned Broker-Dealer License and Underwriting License from Bapepam & LK (now the Financial Services Authority) in 1992 and 1993.
On October 12, 1999, the Company changed its name to PT Trimegah Securities Tbk based on Deed No. 17 dated October 12, 1999 made before Fathiah Helmi, S.H., Notaris in Jakarta and have been announced in State Gazette of the Republic of Indonesia No. 90 dated February 1, 2000, Supplement No. 522, and on January 31, 2000 the Company listed its shares on the Jakarta Stock Exchange (now the Indonesia Stock Exchange) with the stock code “TRIM”.
On January 31, 2011, PT Trimegah Asset Management, subsidiary of the Company, earned its business license as Investment Management Company. PT Trimegah Asset Management provides a variety of equity, balanced, fixed income and money market funds tailored to the needs of corporate clients, financial institutions and pension funds.
To comply with the Financial Services Authority Regulation No. 20/POJK.04/2016 on the Licensing of Securities Companies that Undertake Business Activities as Underwriters and Broker-Dealers, effective as of July 29, 2016, the Company changed its name to PT Trimegah Sekuritas Indonesia Tbk based on Deed No. 70 dated June 20, 2016 made before Fathiah Helmi, S.H., Notary in Jakarta.
Equity Trading Division provides equity sales service in primary market and equity brokerage service in secondary market for retail and institutional clients. Fixed Income Trading Division provides fixed income securities sales service in primary market and fixed income securities brokerage service in secondary market such as Government Bonds, corporate bonds, Retail Government Bond, Retail Savings Bond, Retail Sharia Government Bond, and Savings Sharia Government Bond. Investment Banking Division provides equity and fixed income securities underwriting service as well as financial advisory service, including merger & acquisition, divestment, valuation, due diligence, corporate restructuring and financing and arranger.
Starting April 2014, the Company also conducts activity as Mutual Fund Selling Agent for retail clients. To complete the services, the Company also provides online transaction facility for retail clients to invest in equity and mutual funds.
On December 6, 2017, the Company earned Approval for Other Business Activity as Arranger, and Approval for Other Business Activity as Financial Advisor on September 21, 2018.
PT Trimegah Sekuritas Indonesia Tbk is Securities Company Member of the Indonesia Stock Exchange. PT Trimegah Sekuritas Indonesia Tbk and PT Trimegah Asset Management are licensed, registered and supervised by the Financial Services Authority.
Mission
Educate and create wealth for the community through unique and professional investment experience
Vision
Be most preferred destination for financial services in the region
Core Values
Integrity - Zero-tolerance policy for issues of integrity
Client-First - Consistent mindset to prioritize clients need over our own
Excellence - Commitment to delivering the highest quality product in all we do
Fairness - Give credit where it is due, own up to mistakes, think of others
Creativity - Creativity creates advantage; have courage to speak out