Premier Wealth Relationship Manager - Balikpapan & Samarinda

Maybank; Balikpapan; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Balikpapan & Samarinda is seeking a Premier Wealth Relationship Manager. You will manage wealth portfolios, develop new customers, and grow fee income through Investments and Bancassurance. Candidates should have a minimum of 3 years of experience and a thorough understanding of banking and financial products. Certified candidates with strong communication and interpersonal skills are prioritized.

Qualifications

• Minimum 3 years experience in Investment & Bancassurance.
• Understanding of banking products, including investment and insurance.
• In-depth knowledge of Financial Market and Capital Market.

Responsibilities

• Manage portfolio funding and develop new premier wealth customers.
• Grow Fee Base Income from Investment & Bancassurance.

Skills

Effective communication

Interpersonal skills

Analytical skills

Networking

Self-motivated

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Premier Wealth Relationship Manager - Balikpapan & Samarinda

Premier Wealth Relationship Manager (Premier Wealth/ Privilege segment) will be responsible to manage portfolio funding and develop the growth number of new premier wealth customers, as well as the growth of Fee Base Income (Investment & Bancassurance)

Responsibilities

Premier Wealth Relationship Manager will be responsible to manage portfolio funding and develop the growth number of new premier wealth customers, as well as the growth of Fee Base Income (Investment & Bancassurance).

Requirements

1. Minimum 3 years experience as Investment & Bancassurance


2. Understanding of banking products, including investment and insurance products.


3. Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.


4. Indepth knowledge within Financial Market, Capital Market and Global Financial Market.


5. Certified AAJI and WAPERD/WPPE will be prioritized


6. Outstanding analytical skills, strong and effective communication, self motivated and enthusiastic to build a good career in the world of marketing