Personal Financial Advisor - Banjarmasin

Maybank; Banjarmasin; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Banjarmasin seeks a Personal Financial Advisor to manage portfolio funding and develop new customer relationships. The candidate will provide personalized investment solutions, ensuring financial plans are accurate. Required qualifications include a minimum of 2 years in Sales Funding and relevant financial certifications.

Qualifications

• Minimum 2 years of working experience as Sales Funding.
• Understanding of banking products, including investment and insurance products.
• Possess effective communication with good interpersonal skill.

Responsibilities

• Manage portfolio funding and develop new customer growth.
• Deliver personalized investment solutions for long-term financial goals.
• Ensure accuracy of financial plans.

Skills

Sales Funding

Communication

Interpersonal skills

Financial Market knowledge

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Overview

Personal Finacial Advisor - Banjarmasin

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 comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Requirements

• Minimum 2 years of working experience as Sales Funding


• 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