Strategic Relationship Coordinator

About the role

As a Strategic Relationship Coordinator, you will be responsible for acquiring new clients, managing and growing existing portfolios, and helping customers achieve their financial goals through a range of investment and wealth products. Success in this role requires strong market knowledge, exceptional relationship management skills, and a commitment to maintaining the highest standards of risk management, regulatory compliance, and client service. You will work in a dynamic environment where your ability to influence, analyze opportunities, and deliver outstanding client experiences will directly contribute to business growth and long-term customer success.

Responsibilities

• Acquiring new customers and servicing existing customers by selling investment products and meeting customers’ investment needs, while achieving sales targets consisting of inflow volume, retention, and portfolio growth.
• Complying with regulation and company policies, including Know-Your-Customer and Anti Money Laundering policies, providing actual product features, and ensuring suitability of products offered with customers’ risk profiles to prevent miss-selling incidents.
• Following all sales processes as set by the company, including activity reports.

Requirements

• Minimum education: Bachelor’s Degree (S1), preferably in Economics.
• At least 4 years of experience in sales of mutual funds and wealth products, including acquiring new business and maintaining existing portfolios.
• Proven ability to manage relationships, negotiate, and influence.
• Hold WAPERD or WMI license.
• Excellent knowledge of mutual funds, capital markets, and wealth products, as well as a good understanding of market conditions.
• Excellent interpersonal, communication, and presentation skills in both Indonesian and English.
• Proven business analysis and project skills/experience in the financial services industry.
• Working knowledge of the industry.
• Experience presenting to both large and small groups.
• Ability to handle multiple demands and competing priorities of large and complex initiatives.

Benefits

We offer a flexible environment where well-being and inclusion are prioritized. Benefits include:

• Customizable health, dental, mental health, vision, short- and long-term disability, life, and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• Various retirement savings plans, including pension/401(k) savings plans and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Generous paid time off program in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year.
• Full range of statutory leaves of absence.

Pay

Salary range is expected to be between $53,250.00 USD - $88,750.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

Schedule

Hybrid working arrangement.

About the company

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our story.

Location: Boston, Massachusetts