Financial Advisor (Kc Cirebon)

PT Bank KEB Hana Indonesia; Cirebon; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading banking institution in Cirebon is seeking an experienced Relationship Manager to provide tailored advice on Wealth Products for high net-worth individuals. The ideal candidate has at least 2-3 years of experience in the banking industry, strong communication skills, and is sales driven. This role focuses on maintaining relationships and growing the Asset Under Management from existing and new clients.

Qualifications

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

Responsibilities

• Provide advice on Wealth Products and services tailored to high net-worth individuals.
• Maintain relationships and grow portfolio Asset Under Management (AUM).
• Conduct market analysis and determine next steps for customer approaches.
• Analyze and provide feedback on programs or products.

Skills

Teamwork

Communication

Negotiation

Sales driven

Target oriented

Education

Bachelor's Degree (S1), any major

Job description

Requirements

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

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