Premier Wealth Relationship Manager - Medan

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

Job summary

A leading financial services provider in Medan is seeking a Premier Wealth Relationship Manager to manage portfolio funding and grow the number of premier wealth customers. The ideal candidate should have a strong understanding of banking products, effective communication, and a minimum of 2 years in Investment and Bancassurance, with a focus on results-oriented approaches.

Qualifications

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

Responsibilities

• Manage portfolio funding and develop new premier wealth customers.
• Grow Fee Base Income through Investments, Bancassurance & Forex.

Skills

Effective communication

Analytical skills

Interpersonal skill

Education

Certified AAJI

WAPERD/WPPE certification

Job description

Overview

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

• Minimum 2 years experience as Investment & Bancassurance
• Understanding of banking products, including investment and insurance products.
• Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.
• In depth knowledge within Financial Market, Capital Market and Global Financial Market.
• Certified AAJI and WAPERD/WPPE will be prioritized
• Outstanding analytical skills, strong and effective communication, self motivated and enthusiastic to build a good career in the world of marketing
• Placement at Medan