Personal Financial Advisor - Medan

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

Job summary

A financial services company in Medan is seeking a Personal Financial Advisor to manage portfolio funding and deliver personalized investment solutions. The ideal candidate should have a minimum of 2 years of experience in Funding Marketing and a solid understanding of banking products. Strong communication and interpersonal skills are essential for building networks and achieving results.

Qualifications

• Minimum 2 years of working experience as Funding Marketing.
• Understanding of banking products, including investment and insurance products.
• Effective communication with good interpersonal skills.
• In-depth knowledge within Financial Market and Capital Market.
• Certifications AAJI and WAPERD/WPPE preferred.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Understanding of banking products

Knowledge of Financial Market

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