FINANCIAL ADVISOR

PT Bank KEB Hana Indonesia; Daerah Khusus Ibukota Jakarta; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading bank in Indonesia is seeking a Relationship Manager (Wealth) to provide tailored wealth product advice to high net-worth individuals. Candidates must have a Bachelor's degree, with 2-3 years experience in wealth management and strong sales orientation. This role offers opportunities for portfolio growth and client relationship development.

Qualifications

• Minimum 2-3 years experience as RM Wealth in Banking Industry.
• WPPE Certification is mandatory.

Responsibilities

• Provide advice on Wealth Products and services tailored to high net-worth individuals.
• Maintain and grow Asset Under Management (AUM) from existing and new clients.
• Conduct market analysis to identify opportunities and trends.
• Provide feedback on programs or products from Business Development.

Skills

Teamwork

Communication

Negotiation

Sales driven

Target oriented

Education

Bachelor's Degree (S1)

Job description

Requirements

• A Bachelor's Degree (S1), any major
• Mininum 2-3 years experience as RM Wealth in Banking Industry
• Demonstrate good teamwork, communication, and negotiation skills
• Sales driven, target oriented
• WPPE Certification is mandatory
• Placement : Jakarta

Responsibilities

• Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customer
• Maintain Relationship and grow more portfolio Asset Under Management (AUM) from existing and new clients
• Conduct market analysis opportunities, collect and compile information on trends in customer needs, and determine next steps in customer approach so that the predetermined targets can be achieved
• Analyze and provide feedback on programs or products or events from Business Development or Product Development