Personal Financial Advisor - Batam

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

Job summary

A leading company in financial services is seeking a Personal Financial Advisor in Batam. The successful candidate will manage funding portfolios, deliver tailored investment solutions, and possess strong interpersonal skills. Candidates with relevant experience in banking, investment, and customer-focused solutions will thrive in this role.

Qualifications

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

Responsibilities

• Manage portfolio funding and develop growth of new customers.
• Deliver personalized investment solutions to help clients.
• Create financial plans and ensure accuracy.

Skills

Effective communication

Interpersonal skills

Networking

Result-oriented

Knowledge of Financial Market

Knowledge of Capital Market

Knowledge of Global Financial Market

Education

Certified AAJI

WAPERD/WPPE

Job description

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.

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 Batam