Premier Wealth Relationship Manager (PWRM) - Pekanbaru

Maybank; Kota Pekanbaru; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A major financial institution in Riau is seeking a Premier Wealth Relationship Manager. The role involves managing portfolio funding, developing the customer base, and growing Fee Base Income through investment products and bancassurance. Ideal candidates have at least 2 years of experience in investment & bancassurance, strong communication skills, and a deep understanding of financial markets.

Qualifications

• Minimum 2 years experience as Investment & Bancassurance.
• In-depth knowledge within Financial Market, Capital Market and Global Financial Market.
• Self-motivated and enthusiastic to build a good career in marketing.

Responsibilities

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

Skills

Effective communication

Interpersonal skills

Analytical skills

Result-oriented mindset

Education

Certified AAJI and WAPERD/WPPE

Job description

Overview

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