Premier Wealth Relationship Manager (Medan)

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

Job summary

A prominent financial institution in Indonesia is seeking a Premier Wealth Relationship Manager to manage portfolio funding and develop new premier wealth customers. The ideal candidate has a minimum of 2 years of experience in Investment and Bancassurance, understands banking products, and possesses excellent communication and analytical skills. Relevant certifications such as AAJI and WAPERD/WPPE are preferred.

Qualifications

• Minimum 2 years experience as Investment & Bancassurance.
• Understanding of banking products, including investment and insurance products.
• In-depth knowledge within Financial Market, Capital Market, and Global Financial Market.

Responsibilities

• Manage portfolio funding and develop the growth number of new premier wealth customers.
• Grow Fee Base Income (Investment, Bancassurance & Forex).

Skills

Communication skills

Interpersonal skills

Analytical skills

Networking

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Premier Wealth Relationship Manager

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 & Forex)

Requirements:

1. Minimum 2 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. In depth 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