Regional Wealth Manager - Zurich Topas Life (Jakarta)

Zurich 56 Company Ltd; Daerah Khusus Ibukota Jakarta; On-site; IDR 836.820.000 - 1.338.913.000; Full time

Job summary

A leading financial services firm seeks a skilled professional in Jakarta to develop and manage relationships with bank partners. This role involves ensuring client satisfaction while identifying growth opportunities in wealth management. The ideal candidate holds a Bachelor's degree and has at least 5 years of experience in finance, along with exceptional communication skills. The company values innovative thinking and encourages personal growth.

Qualifications

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

Responsibilities

• Build and maintain strong relationships.
• Understand clients' financial goals and provide tailored solutions.
• Monitor and manage clients' investment portfolios.

Skills

Interpersonal and communication skills

Analytical and problem-solving skills

Client relationship management

Education

Bachelor’s degree in Finance, Economics, Business Administration, or a related field

Job description

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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.

You are the heart & soul of Zurich!

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 highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step.

Let’s continue to grow together!

• Location(s): ID - Head Office - MT Haryono