Personal Financial Advisor - Medan

Maybank; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Medan is seeking a Personal Financial Advisor to manage portfolio funding and deliver personalized investment solutions. The ideal candidate should have at least 2 years of experience in funding marketing and a solid understanding of various banking products. This role offers an opportunity to help clients achieve their long-term financial goals through tailored financial plans.

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.
• Certified AAJI and WAPERD/WPPE will be prioritized.

Responsibilities

• Manage portfolio funding and develop growth in new customer numbers.
• Deliver personalized investment solutions to help clients.
• Ensure accuracy of financial plans.

Skills

Effective communication

Interpersonal skills

Networking

Result-oriented

Job description

Overview

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 Medan