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Retail Partnership Executive Jobs

Company

Principal Financial Group
Address Jakarta, Indonesia
Employment type FULL_TIME
Salary
Category Jasa Keuangan
Expires 2023-07-17
Posted at 11 months ago
Job Description
  • 3 – 4 years’ experience in related field.
  • Conduct research and generate ideas on the creation of new products suitable for distribution channels; study the feasibility of product requirements, designing product structures to produce investment solutions for clients and distribution channels;
  • Responsible for developing potential new business/partnerships.
  • Manage relationships with existing distribution channels parties such as bank and non-bank distributors and establish activations for broaden our B2B2C as well as B2C client basis.
  • Bachelor’s degree from the reputable University.
  • Strong business sense, having a good understanding of industry, trends, and being attentive to detail.
  • Responsible for ensuring sales targets are achieved objectively in accordance with agreed business targets.
  • Responsible for sustaining existing asset under management for distribution channels such as banks (investment services). This includes interacting with the distributors’ wealth management/private banking groups ie. with the product managers for product identification, the customer relationship managers/front-liners of branches for product education.
  • Able to work in a fast-paced regional-based environment.
  • As a liaison officer, manage the communication with related parties including but not limited to regulator, custodian bank, and other parties;
  • Support management for enhancement of existing products including providing regular reporting for all stakeholders (internal & external).
  • Strong written & 11078
  • Hold WMI / WPPE / WPEE / WAPERD is a must.
  • Responsible for evaluating existing business partnerships within distribution channels by measuring in a certain matrix in a timely manner.
  • Collaborate with internal & external stakeholders including but not limited to ensure investment capability, measure clients’ and distribution channels’ commitment to new products, and preparation of prospectuses and required documentation;
  • Have logical and critical thinking processes to improve or establish new initiatives or challenge existing ones.
  • Craving for challenging assignments and having a high drive to establish projects from ideation to execution.
  • Solid working experience in investment management preferably in sizeable financial institutions with strong investment products knowledge.
  • Ensuring operational and legal aspects related to business relationships are maintained thoroughly and comprehensively such as but not limited to Due Diligence Reports, Distribution Agreements, and Operational Notes.
  • Strong business sense, having a good understanding of industry, trends, and being attentive to detail.
  • 3 – 4 years’ experience in related field.
  • Strong written & communication skills, fluent in English and Bahasa Indonesia
  • Hold WMI/WPPE/WPEE or another related certification is preferred.
  • Have logical and critical thinking processes to improve or establish new initiatives or challenge existing ones.
  • Able to work in a fast-paced regional-based environment.
  • Craving for challenging assignments and having a high drive to establish projects from ideation to execution and perform the evaluation for continuous improvements.
  • Bachelor’s degree in finance, accounting, economics, or other related disciplines from a reputable University.