Wealth Advisor for HNW Clients, Grow AUM (Bali)

PT Bank Keb Hana Indonesia; Provinsi Bali; On-site; IDR 180,000,000 - 280,000,000; Full time

Job summary

PT Bank KEB Hana Indonesia is seeking a Relationship Manager for Wealth Products based in Bali. You will advise on MF, bonds, bancassurance, and FX for high-net-worth clients while maintaining and expanding the portfolio.

You will conduct market analyses, gather trends on client needs, and coordinate with Business and Product Development to optimize programs. Strong teamwork, communication, and negotiation skills are essential.

Qualifications

• Bachelor's Degree (S1), any major.
• Minimum 3 years experience as RM Funding in Banking Industry.
• WPPE Certification is mandatory.
• Placement: Bali.

Responsibilities

• Provide advice on Wealth Products (MF, Bond, Bancassurance, FX) and services to high net-worth individuals.
• Maintain relationships and grow AUM from existing and new clients.
• Conduct market analysis of opportunities and determine next steps to hit targets.
• Analyze and provide feedback on programs or events from Business/Product Development.

Skills

Teamwork

Communication

Negotiation

Education

Bachelor's Degree

Job description

PT Bank KEB Hana Indonesia is seeking a Relationship Manager for Wealth Products based in Bali. You will advise on MF, bonds, bancassurance, and FX for high-net-worth clients while maintaining and expanding the portfolio.

You will conduct market analyses, gather trends on client needs, and coordinate with Business and Product Development to optimize programs. Strong teamwork, communication, and negotiation skills are essential.