Personal Financial Advisor - Pontianak

Maybank; Pontianak; On-site; IDR 80.000.000 - 120.000.000; Full time

Job summary

A leading financial institution in Pontianak seeks a Personal Financial Advisor to manage portfolio funding and develop new customer growth. Ideal candidates will deliver personalized investment solutions and possess strong knowledge of banking products, with at least two years of sales experience. Excellent interpersonal and communication skills are crucial for success in this role.

Qualifications

• Minimum 2 years of working experience as Sales Funding.
• 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 develop growth of new customers.
• Grow the Fee Base (Investment & Bancassurance) for retail clients.
• Create financial plans and ensure accuracy of information.

Skills

Effective communication

Interpersonal skills

Networking

Result oriented

Education

Certified AAJI and WAPERD/WPPE

Job description

Personal Finacial Advisor - Pontianak

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.

Responsibilities

Responsibilities are described in the original description as part of managing portfolio funding, growing new customers, and expanding the Fee Base (Investment & Bancassurance) for retail clients.

Requirements

• Minimum 2 years of working experience as Sales Funding
• 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