Personal Financial Advisor Hunter - Makassar

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

Job summary

A financial institution in Makassar is seeking a Relationship Manager or Personal Financial Advisor to manage portfolio funding and drive new customer growth. The ideal candidate will deliver personalized investment solutions, ensuring clients work towards long-term financial goals. A minimum of 2 years of experience in funding marketing and strong knowledge of banking products is required, along with excellent interpersonal skills.

Qualifications

• Minimum 2 years of working experience as Funding Marketing.
• Understanding of banking products, including investment and insurance products.
• Indepth knowledge within Financial Market, Capital Market and Global Financial Market.

Responsibilities

• Manage portfolio funding and contribute to growth in new customers and Fee Base.

Skills

Effective communication

Interpersonal skills

Network creation and maintenance

Result oriented

In-depth knowledge of Financial Market

Education

Certified AAJI

WAPERD/WPPE

Job description

Overview

Relationship Manager or Personal Financial 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.

Responsibilities

• Manage portfolio funding and contribute to growth in new customers and Fee Base (Investment & Bancassurance).

Qualifications

• 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