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A leading financial institution is seeking an RM Hybrid to manage portfolio funding and develop growth numbers of new customers. The ideal candidate should have over 2 years of experience in funding marketing, an understanding of banking products, and be comfortable delivering personalized investment solutions. Knowledge in financial markets and certifications like AAJI or WAPERD/WPPE are prioritized. This position is based in Purwakarta.
RM Hybrid will be responsible to manage portfolio funding and develop the growth number of new customer, as well as the growth of Fee Base (Investment & Bancassurance).
Focus for retail customer, the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Requirements: