FINANCIAL ADVISOR

PT Bank KEB Hana Indonesia; Jakarta Pusat; On-site; IDR 200,000,000 - 500,000,000; Full time

Job summary

PT Bank KEB Hana Indonesia seeks an RM Wealth to advise on wealth products for high net-worth clients in Jakarta. You will maintain and grow AUM by servicing existing and new clients, while analyzing market trends to meet targets.

A Bachelor's degree and WPPE certification are required, with a sales-driven, target-oriented mindset. Responsibilities include tailoring wealth solutions (MF, Bond, Bancassurance, FX), collaborating with Business Development, and contributing to product feedback and

Qualifications

• Minimum 2-3 years experience as RM Wealth in Banking Industry.
• WPPE Certification is mandatory.
• Placement: Jakarta.
• Bachelor's Degree (S1), any major.
• Sales driven, target oriented.

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

Skills

Teamwork

Communication

Negotiation

Sales driven

Education

Bachelor's Degree (S1)

Job description

Requirements

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

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