Job description
Trust Recruit is seeking a results-driven Investment Manager fluent in Mandarin to join our Jakarta finance team. In this role, you will manage diversified client portfolios across asset classes, including equities, fixed income, cash, and alternatives, with a focus on cross-border opportunities. You will partner with Mandarin-speaking clients to understand investment objectives, risk tolerance, time horizon, and liquidity needs, then translate these insights into robust investment strategies and personalized proposals. You will serve as a trusted advisor, delivering clear, data-driven recommendations and compelling storytelling to clients who require bilingual communication and nuanced market insight.
As a key liaison between clients and our investment platform, you will deliver insightful market analysis, prepare performance reports, and ensure timely execution and compliance. You will collaborate with sales, research, and operations teams to deliver exceptional service, maintain robust data quality, and adhere to KYC/AML requirements and Indonesian regulations. This role offers a clear path for career growth in wealth management and asset management within a dynamic, client-centric organization. You will gain exposure to APAC and global market trends, helping clients navigate volatility and seize opportunities aligned with their goals. This is an excellent opportunity for a disciplined, client-focused professional who thrives in a bilingual environment and seeks a long-term career in investment management.
Ideal candidates will bring strong problem-solving skills, integrity, and a client-first mindset. A proactive approach to learning and leveraging market trends will be valued, along with the ability to work in a fast-paced, bilingual environment.
Responsibility
- Lead end-to-end management of client portfolios across asset classes, including asset allocation, risk management, and performance optimization.
- Develop and present tailored investment strategies for Mandarin-speaking clients across global markets, with emphasis on APAC opportunities.
- Conduct periodic portfolio reviews, provide performance reporting, and explain deviations in clear, client-friendly terms.
- Perform investment research, financial modelling, and scenario analysis to inform proposals and recommendations.
- Maintain strong client relationships through regular communication, needs assessment, and high-quality service.
- Collaborate with traders, compliance, and onboarding teams to ensure timely execution and regulatory adherence (KYC/AML).
- Monitor market developments, risk factors, and regulatory changes; adjust portfolios as appropriate.
- Identify opportunities to grow assets under management by cross-selling products and expanding Mandarin-speaking client base.
Qualification
- Bachelor's degree in Finance, Economics, or related field; CFA/CAIA preferred.
- Minimum 3-5 years of investment management or private banking experience, preferably in Jakarta or Indonesia.
- Fluent Mandarin (speaking and writing) required; English proficiency is a plus.
- Strong knowledge of asset classes, portfolio construction, risk management, and performance measurement.
- Proficiency with financial modelling, Excel, and investment platforms (Bloomberg, Morningstar, etc.).
- Excellent communication, presentation, and client relationship skills; ability to explain complex concepts simply.
- Solid understanding of KYC/AML, compliance, and Indonesian regulatory requirements.
- Self-motivated, detail-oriented, and able to work in a fast-paced, bilingual team environment.