FINANCIAL ADVISOR KC MEDAN

PT. Bank KEB Hana Indonesia; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A premier bank in Indonesia seeks a Relationship Manager Wealth to enhance services for affluent customers. This role involves providing tailored investment advice, maintaining key client relationships, and conducting market analysis for portfolio growth. Candidates should have a Bachelor's degree, WPPE certification, and substantial industry experience.

Qualifications

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

Responsibilities

• Provide advice on Wealth Products for high net-worth individuals.
• Maintain relationships and grow the portfolio's Assets Under Management (AUM).
• Conduct market analysis and identify opportunities.

Skills

Teamwork

Communication

Negotiation

Education

Bachelor's Degree (S1)

Tools

WPPE Certification

Job description

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

Maintain relationships and grow the portfolio's Assets Under Management (AUM) from existing and new clients.

Conduct market analysis to identify opportunities, gather and compile information on customer needs trends, and determine next steps in customer approach to achieve predetermined targets.

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

Requirements:

• A Bachelor's Degree (S1), any major
• Minimum 3 years of experience as RM Wealth in Banking Industry
• Demonstrate good teamwork, communication, and negotiation skills
• WPPE Certification is mandatory

About Hana Bank

The Bank was established on 27 April 1971 under the name PT Bank Pasar Pagi Madju. It changed from retail banking to a commercial bank in 1989, renamed PT Bank Bintang Manunggal (Bank Bima). Hana Financial Group later took over the majority of shares. In 2013, Hana Bank merged with PT Bank KEB Indonesia, creating PT Bank KEB Hana Indonesia (Bank KEB Hana). In 2020, it rebranded to Bank Hana. Hana Bank offers a range of products and services to meet various customer needs, promising to be a True Hearted Financial Partner.