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. The ideal candidate will have a Bachelor's Degree, 2-3 years of banking experience, and strong teamwork and negotiation skills. The role includes maintaining client relationships and achieving predetermined targets. WPPE Certification is mandatory, and the position is based in Jakarta.

Qualifications

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

Responsibilities

• Provide advice on Wealth Products and services tailored to affluent customers.
• Maintain and grow more portfolio Asset Under Management from existing and new clients.
• Conduct market analysis and determine next steps in customer approach.
• Analyze feedback on programs from Business Development or Product 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