Client Acquisition Spec. (TANGERANG/BALI/MALANG/MEDAN/PKNBARU)

OCBC Sekuritas IndonesiaJakarta Selatan, DKI Jakartaglintsfoilsithe 28/08/2026

📍Placement: Gedung Bursa Efek Indonesia, Tower 2, Jl. Jend. Sudirman kav 52-53 Lt 29 Suite 2901, Jakarta Selatan

Qualification:

  • Much hold a valid WPPE license issued by OJK
  • Min. 3-5 years of Sales or in-house sales experience in the Financial industry

Job Description:

  • Manage and service existing clients through various communication channels
  • Execute clients' equity trading instructions accurately.
  • Provide regular market updates and investment information
  • Promote investment products based on clients' financial objectives
  • Coordinate with Customer Service regarding account maintenance and client support
  • Ensure all client transactions comply with applicable regulations
  • Monitor clients' trading activities and provide timely assistance
  • Support the achievement of departmental sales and trading targets.
  • Build long-term relationships with existing clients.
  • Deliver excellent customer experience through responsive service.

Skills: Market Analysis, Account Management, Equity Trading, Sales Management, B2C Sales, Capital Markets, Sales Strategy, Sales and Marketing, Customer Relationship Management, Target-Oriented, B2B Sales, Kyc & Aml, Relationship Building, Investment Products, Communication Skills, Customer Service, Customer Engagement