FINANCIAL ADVISOR

PT. Bank KEB Hana Indonesia; Jakarta Utara; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading financial institution in Jakarta is seeking a Relationship Manager to provide tailored advice on Wealth Products to high net-worth individuals. This role requires a Bachelor's degree, a minimum of 2 years experience in the banking industry, and WPPE Certification. Strong communication, teamwork, and negotiation skills are essential for maintaining and growing client relationships.

Qualifications

• Minimum 2 years experience as RM Funding in Banking Industry.
• WPPE Certification is mandatory.

Responsibilities

• Provide advice on Wealth Products tailored to clients' needs.
• Maintain relationships and grow Asset Under Management from clients.
• Conduct market analysis and determine actions for customer approach.
• Analyze and provide feedback on programs or products from development.

Skills

Teamwork

Communication

Negotiation

Education

Bachelor's Degree (S1)

Job description

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

Maintain relationships 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 achieved.

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

Requirements:

A Bachelor's Degree (S1), any major.

Minimum 2 years experience as RM Funding in 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 of PT Bank Pasar Pagi Madju. In line with the change in its status from a retail banking to a commercial bank in 1989, the Bank’s name was changed into PT Bank Bintang Manunggal (Bank Bima). This status change had a positive impact on the Bank’s performance and succeeded in attracting Hana Financial Group to take over the majority of the Bank’s shares. The change in the shareholders was followed by a change in its name into PT Bank Hana. In 2013, PT Bank Hana took a strategic action by merging with PT Bank KEB Indonesia to create synergies in the banking business. This business activity caused the Bank to change its name to PT Bank KEB Hana Indonesia or known as Bank KEB Hana. However, in 2020, Bank KEB Hana yet again made a brand change to Bank Hana. By these changes, Hana Bank is increasingly ready to strengthen its competitiveness, both in Indonesia and globally, through the consistency of the brands used by the group. With the presence of its best people, Hana Bank provides an array of products and services designed to meet various customer needs. Given its global reach and global standard of service, Hana Bank promises its customers to be their True Hearted Financial Partner.