Personal Financial Advisor

Maybank; Jawa Tengah; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Indonesia is seeking a Relationship Manager or Personal Financial Advisor to manage portfolio funding and drive new customer growth. The ideal candidate will provide personalized investment solutions, ensuring clients achieve their long-term financial goals. Applicants should have a minimum of 2 years of experience in Funding Marketing and possess excellent communication and interpersonal skills. Certifications in AAJI and WAPERD/WPPE are prioritized.

Qualifications

• Minimum 2 years of working experience as Funding Marketing.
• Understanding of banking products, including investment and insurance.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage portfolio funding and develop new customer growth.
• Deliver personalized investment solutions for clients.
• Create financial plans with complete accuracy.

Skills

Communication

Interpersonal skills

Networking

Result-oriented approach

In-depth knowledge of Financial Market

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Overview

Relationship Manager or Personal Finacial Advisor-PFA 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.

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

Solo, Semarang, Yogyakarta