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 is seeking a Relationship Manager (RM) Funding to provide tailored advice on Wealth Products for high net-worth clients. The successful candidate will conduct market analysis, maintain client relationships, and ensure growth in Assets Under Management. A Bachelor's degree and WPPE certification are mandatory.

Qualifications

• Minimum 2 years of experience as RM Funding in Banking industry.
• Strong communication, teamwork, and negotiation skills required.
• WPPE Certification is mandatory.

Responsibilities

• Provide tailored advice on Wealth Products to high net-worth individuals.
• Conduct market analysis to identify client needs and opportunities.
• Maintain and grow the portfolio of Assets Under Management (AUM).

Skills

Teamwork

Communication

Negotiation

Education

Bachelor's Degree (S1)

Tools

WPPE Certification

Job description

Provide advice on Wealth Products (MF, Bond, Bancassurance, FX) and services tailored to the needs of high net-worth individuals and affluent customers.

Maintain relationships and grow the portfolio of Assets Under Management (AUM) from existing and new clients.

Conduct market analysis to identify opportunities, gather and compile information on customer needs trends, and determine next steps in customer approach to achieve predetermined targets.

Analyze and provide feedback on programs, products, or events from Business Development or Product Development teams.

Requirements:

• A Bachelor's Degree (S1), any major
• Minimum 2 years of experience as RM Funding in the Banking Industry
• Demonstrate good teamwork, communication, and negotiation skills
• WPPE Certification is mandatory
• Placement: Jakarta

About Hana Bank:

The Bank was established on 27 April 1971 under the name PT Bank Pasar Pagi Madju. In 1989, it transitioned from retail banking to a commercial bank, changing its name to PT Bank Bintang Manunggal (Bank Bima). This change attracted Hana Financial Group to acquire a majority stake. Subsequently, the bank was renamed PT Bank Hana.

In 2013, Hana Bank merged with PT Bank KEB Indonesia to create synergies, rebranding as PT Bank KEB Hana Indonesia (Bank KEB Hana). In 2020, it rebranded again to Bank Hana. These changes have strengthened Hana Bank's competitiveness locally and globally.

Hana Bank offers a range of products and services designed to meet various customer needs, backed by a global standard of service and a commitment to being a True Hearted Financial Partner.