Regional Wealth Manager (Jawa Tengah) - Zurich Topas Life

Zurich 56 Company Ltd; Kota Semarang; On-site; IDR 300.000.000 - 400.000.000; Full time

Job summary

A leading financial services firm in Semarang seeks an experienced professional to develop and manage relationships with bank partners and high-net-worth clients. Candidates should have a bachelor's degree in a related field and at least 5 years' experience in wealth management. Strong interpersonal and analytical skills are essential for this role, focused on delivering tailored financial solutions and maintaining investment portfolios.

Qualifications

• Minimum of 5 years of experience in wealth management or financial advisory roles.
• Exceptional interpersonal and communication skills.
• Proven track record of building and maintaining client relationships.

Responsibilities

• Build and maintain strong relationships.
• Understand clients' financial goals and provide tailored solutions to meet their needs.
• Conduct regular reviews and updates of clients' financial plans.
• Monitor and manage clients' investment portfolios, ensuring alignment with their goals.
• Identify and pursue opportunities to acquire new high-net-worth clients.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Client relationship building

Education

Bachelor’s degree in Finance, Economics, Business Administration

Job description

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126361

Job Summary

Develops and manages the relationship with selected bank partners at a global, regional or local level to promote the organization's propositions and to steer the business to deliver results. Ensures retention of existing portfolio, opportunities for growth and improvements of service delivery.

Job Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Minimum of 5 years of experience in wealth management or financial advisory roles
• Exceptional interpersonal and communication skills.
• Proven track record of building and maintaining client relationships.
• Excellent analytical and problem-solving skills.

Job Accountabilities - Key Accountabilities

• Build and maintain strong relationships
• Understand clients' financial goals and provide tailored solutions to meet their needs.
• Conduct regular reviews and updates of clients' financial plans.
• Monitor and manage clients' investment portfolios, ensuring alignment with their goals.
• Identify and pursue opportunities to acquire new high-net-worth clients
• Participate in networking events and build a referral network.

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?

We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great!
Join us as we constantly explore new ways to protect our customers and the planet .