FINANCIAL ADVISOR

PT Bank KEB Hana Indonesia; Jakarta Selatan; Hybrid; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading Indonesian bank is seeking a Financial Advisor to provide tailored advice on Wealth Products to high net-worth individuals. The ideal candidate will have a Bachelor's Degree and 2-3 years of experience in the Banking Industry, along with strong teamwork and negotiation skills. This position offers opportunities for relationship management and portfolio growth, and requires a WPPE Certification.

Qualifications

• Minimum 2-3 years experience as RM Wealth in Banking Industry.
• Demonstrate good teamwork, communication, and negotiation skills.
• WPPE Certification is mandatory.

Responsibilities

• Provide advice on Wealth Products and services tailored to needs of high net-worth individuals.
• Maintain Relationship and grow portfolio Asset Under Management from existing and new clients.
• Conduct market analysis opportunities and determine next steps in customer approach.

Skills

Teamwork

Communication

Negotiation

Education

Bachelor's Degree

Tools

WPPE Certification

Job description

Role

FINANCIAL ADVISOR

Location

Remote/On-site

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

Qualifications

• 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
• WPPE Certification is mandatory
• Placement : Jakarta