Surabaya - Investment Wealth Manager

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

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

The Opportunity

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Investment Wealth Manager with the resources to solve critical problems for the future of our business, which is why we need you.

Manulife Asset Management Indonesia is seeking someone main responsibility to acquiring new customers and servicing existing customers by selling investment products

What motivates you?

• You obsess about customers, listen, engage and act for their benefit
• You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
• You thrive in teams, and enjoy getting things done together
• You take ownership and build solutions, focusing on what matters
• You do what is right, work with integrity and speak up
• You share your humanity, helping us build a diverse and inclusive work environment for everyone

We are looking for someone with:

• Minimum education is Bachelor Degree (S1), preferably in Economics.
• At least 4-year experience in fields related to the sales of mutual funds and wealth products, including acquiring new business and maintaining existing portfolios.
• Hold WAPERD or WMI license.
• Excellent knowledge of mutual funds, capital market and wealth products, as well as good understanding of market conditions.
• Excellent interpersonal, communication and presentation skills, both in Indonesian and English.

On the job you will:

1. Sales.Acquiring new customers and servicing existing customers by selling investment products and meeting customers’ investment needs, while achieving sales targets consisting of inflow volume, retention and portfolio growth.

2. Risk and compliance.Complying with regulation and company policies, including Know-Your-Customer and Anti Money Laundering policies, providing actual product features and ensuring suitability of products offered with customers’ risk profiles, and ensuring that there is no miss-selling incident.

3. Administration.Following all sales processes as set by the company, including activity reports

Our commitment to you

• Our mission; to be a part of making Decisions Easier and Lives Better
• A leadership team dedicated to your growth and success
• A bold ambition and set of goals to be a leader in driving transformation in our industry
• Our best. Every day.

Learn more about opportunities with us at jobs.manulife.com

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail] .

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