Personal Financial Advisor - Kalimantan Region

Maybank; Kalimantan; On-site; IDR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Financial Advisor in the Kalimantan region to manage portfolio funding and foster new customer growth. The ideal candidate will focus on retail clients, delivering tailored investment solutions to help them achieve their financial goals. This role requires strong communication and interpersonal skills, as well as an in-depth understanding of financial markets. Join a dynamic team where your expertise will make a significant impact on clients' financial futures and contribute to the company's growth.

Qualifications

• Minimum 2 years experience in Funding Marketing.
• Understanding banking products, especially investment and insurance.

Responsibilities

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

Skills

Funding Marketing

Communication Skills

Interpersonal Skills

Financial Market Knowledge

Investment Solutions

Education

Certified AAJI

WAPERD/WPPE Certification

Job description

Personal Finacial Advisor-PFA - Kalimantan Region (all area)

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 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