Strategic Investment Wealth Advisor

Manulife; Surabaya ꦱꦸꦫꦧꦪ; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

Manulife Asset Management Indonesia is seeking a proactive professional to drive business growth by acquiring new customers and servicing existing clients with mutual funds and wealth products. You will engage with customers, present investment solutions, and help them meet their financial goals.

Role requires strong communication in Indonesian and English, a Bachelor’s degree in Economics, and licenses (WAPERD or WMI).

Qualifications

• Bachelor degree (S1), preferably in Economics.
• Minimum 4 years' experience in sales of mutual funds and wealth products.
• Hold WAPERD or WMI license.
• Strong knowledge of mutual funds, capital markets and wealth products.
• Excellent interpersonal, communication and presentation skills in Indonesian and English.

Responsibilities

• Sales: acquiring new customers and servicing existing clients by selling investment products and meeting targets.
• Risk and compliance: adhering to regulations including KYC/AML and ensuring suitability of products offered with customers’ risk profiles.
• Administration: following all sales processes and submitting activity reports.

Skills

Mutual funds knowledge

Wealth products knowledge

Interpersonal communication

English proficiency

Indonesian language

Education

Bachelor's degree

Tools

WAPERD license

WMI license

Job description

Manulife Asset Management Indonesia is seeking a proactive professional to drive business growth by acquiring new customers and servicing existing clients with mutual funds and wealth products. You will engage with customers, present investment solutions, and help them meet their financial goals.

Role requires strong communication in Indonesian and English, a Bachelor’s degree in Economics, and licenses (WAPERD or WMI).