Regional Wealth Manager - Zurich Topas Life (Jakarta)

Zurich Insurance; Markham; On-site; CAD 70,000 - 110,000; Full time

Job summary

A leading company in the insurance and financial services industry is seeking a Regional Wealth Manager to build and maintain client relationships while providing tailored financial solutions. This mid-senior level role requires a background in finance and significant experience in wealth management, offering a dynamic work environment and opportunities for growth.

Qualifications

• Minimum of 5 years in wealth management or financial advisory roles.
• Exceptional interpersonal and communication skills.
• Proven ability to build and maintain client relationships.

Responsibilities

• Develops and manages relationships with bank partners.
• Conduct regular reviews of financial plans.
• Monitor and manage investment portfolios.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Business Administration

Job description

Join to apply for the Regional Wealth Manager - Zurich Topas Life (Jakarta) role at Zurich Insurance.

Develops and manages relationships with bank partners at a global, regional, or local level to promote the organization's propositions and steer business results. Ensures retention of existing portfolios, identifies growth opportunities, and improves service delivery.

Job Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Minimum of 5 years in wealth management or financial advisory roles
• Exceptional interpersonal and communication skills
• Proven ability to build and maintain client relationships
• Excellent analytical and problem-solving skills

Key Accountabilities:

• Build and maintain strong client relationships
• Understand financial goals and provide tailored solutions
• Conduct regular reviews of financial plans
• Monitor and manage investment portfolios
• Identify and pursue new high-net-worth clients
• Participate in networking and build referral networks

Additional Information:

• Location: ID - Head Office - MT Haryono
• Schedule: Full Time
• Seniority Level: Mid-Senior level
• Industry: Insurance and Financial Services

This job is active and accepting applications.