WEALTH EXECUTIVE ADVISOR

PT Bank KEB Hana Indonesia; Jakarta Selatan; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A prominent bank in Jakarta Selatan is seeking a Wealth Relationship Manager to provide tailored advice on wealth products for high net-worth clients. Candidates should have at least 5 years of banking experience and strong negotiation skills. The role involves market analysis and portfolio management to grow assets under management. This is an excellent opportunity for motivated individuals with a solid understanding of funding products.

Qualifications

• 5 years of experience in banking as a wealth Relationship Manager (RM).
• Solid understanding of funding products and regulations.

Responsibilities

• Provide advice on Wealth Products tailored to high net-worth customers.
• Conduct market analysis to identify opportunities.
• Maintain and grow the portfolio Asset Under Management (AUM).

Skills

Strong negotiation skills

Communication skills

Target-driven

Education

Bachelor’s Degree from any major

Job description

Job Responsibilities

• Provide advice on Wealth Products (MF, Bond, Bancassurance, FX) and services tailored to the needs of high net-worth and affluent customers.
• Conduct market analysis to identify opportunities, gather information on customer needs trends, and determine next steps in customer approach to achieve targets.
• Maintain and grow the portfolio Asset Under Management (AUM) from existing and new clients.

Qualifications

• Bachelor’s Degree from any major
• Minimum of 5 years of experience in banking as a wealth Relationship Manager (RM)
• Solid understanding of funding products and regulations
• Strong negotiation and communication skills
• Highly motivated and target-driven

Location

Kota

Company Background

The Bank was established on 27 April 1971 under the name PT Bank Pasar Pagi Madju. It transitioned to a commercial bank in 1989, renamed PT Bank Bintang Manunggal (Bank Bima). After attracting Hana Financial Group, it became PT Bank Hana. In 2013, it merged with PT Bank KEB Indonesia to form PT Bank KEB Hana Indonesia, later rebranded as Bank Hana in 2020. Hana Bank offers a wide range of products and services designed to meet various customer needs, aiming to be a true-hearted financial partner.