Strategic Banking & Insurance Growth Lead

Manulife

Banjarmasin

On-site

IDR 133,920,000 - 267,840,000

Full time

2 days ago
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Job summary

Manulife in Surabaya is seeking an Investment Wealth Manager to acquire and service new and existing customers by selling investment products. The role focuses on customer engagement and portfolio growth, ideal for candidates with mutual fund sales experience and strong knowledge of the capital market.

We offer a supportive environment that fosters growth within a global team, promoting inclusion and a balance between career and personal development.

Qualifications

  • Proactive, with a sense of responsibility.
  • Strong language and communication skills.
  • Strong ability to observe, analyze and solve problems.
  • Ability to work independently and in a team.
  • Hard working and able to withstand high pressure.
  • High political quality and moral cultivation, with good conduct and company identity.
  • Experience in insurance, banking, or sales is preferred.

Responsibilities

  • Comply with company regulations and participate in trainings and meetings.
  • Coordinate with bank personnel at branch offices and promote sales to meet targets.
  • Provide training on insurance demand planning, sales skills, product knowledge and compliance.
  • Handle daily distribution and collection of documents and support claims and after-sales services.
  • Report violations or risks and propose improvements in a timely manner.
  • Complete other tasks assigned by superiors and comply with regulator rules.
  • Adhere to company and regional/global rules and business operations processes.
  • Act with integrity and honesty; avoid false financial notes or information.

Skills

Proactive
Communication skills
Analytical thinking
Independent and team work
Under pressure
High ethical standards
Insurance/Banking/Sales experience

Education

Bachelor degree or above in finance, marketing, economics

Job description

Manulife in Surabaya is seeking an Investment Wealth Manager to acquire and service new and existing customers by selling investment products. The role focuses on customer engagement and portfolio growth, ideal for candidates with mutual fund sales experience and strong knowledge of the capital market.

We offer a supportive environment that fosters growth within a global team, promoting inclusion and a balance between career and personal development.

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