Personal Financial Advisor Sumatera Selatan

Maybank; Sumatera Selatan; On-site; IDR 10.000.000 - 15.000.000; Full time

Job summary

A leading bank in Indonesia is looking for a Personal Financial Advisor to manage portfolio funding and grow new customer bases. The role requires delivering personalized investment solutions aimed at helping clients achieve their financial goals. Ideal candidates should have at least 2 years of experience in Funding Marketing and possess strong interpersonal skills. Placement will be in Bandar Lampung, Palembang, or Jambi.

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 develop customer growth numbers.
• Deliver personalized investment solutions to clients.

Skills

Effective communication

Interpersonal skills

Result oriented

Education

Certified AAJI and WAPERD/WPPE

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.

Responsibilities

• 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 Bandar Lampung, Palembang, Jambi