Personal Financial Advisor

Maybank; Jakarta Utara; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Jakarta is seeking a Personal Financial Advisor to manage portfolio funding and deliver personalized investment solutions aimed at helping clients achieve their long-term financial goals. The ideal candidate will have at least 2 years of experience in Funding Marketing and a strong understanding of banking, investment, and insurance products.

Qualifications

• Minimum 2 years of working experience as Funding Marketing.
• Understanding of banking products, including investment and insurance products.
• In-depth knowledge within Financial Market, Capital Market, and Global Financial Market.
• Certified AAJI and WAPERD/WPPE will be prioritized.

Responsibilities

• Manage portfolio funding and contribute to the growth of new customers.
• Deliver personalized investment solutions for retail clients.
• Create financial plans and ensure accuracy of information.

Skills

Effective communication

Interpersonal skills

Networking

Result-oriented

Job description

Overview

Personal Financial Advisor will be responsible to manage portfolio funding and develop the growth number of new customer, as well as the growth of Fee Base (Investment & Bancassurance).

Focus for retail customer, the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Manage portfolio funding and contribute to growth of new customers and the Fee Base (Investment & Bancassurance).
• Deliver personalized investment solutions for retail clients to support long-term financial goals.
• Create financial plans and cross-check work to ensure accuracy of information.

Requirements

• Minimum 2 years of working experience as Funding Marketing
• Understanding of banking products, including investment and insurance products.
• Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.
• Indepth knowledge within Financial Market, Capital Market and Global Financial Market.
• Certified AAJI and WAPERD/WPPE will be prioritized
• Excellent interpersonal skills
• Placement at North Jakarta, Central Jakarta, West Jakarta