Wealth Management Sales Specialist

Permata Bank; Bogor; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading Indonesian bank is seeking a Wealth Management Specialist to conduct customer segment analysis, build internal relationships, and ensure sales personnel are updated on relevant policies and economic conditions. Candidates should have a Bachelor's degree and at least 3 years of banking experience, with a background in relationship management. This role offers a meaningful journey in a dynamic banking environment.

Qualifications

• Minimum 3 years experience in Banking.
• Background as a Relationship Manager or Specialist in Wealth.
• Effective in interacting with clients and coordinating across units.

Responsibilities

• Conduct analysis of penetration across customer segments for Wealth Management.
• Build relationships with internal customers through customer profiling.
• Deliver updates on internal policies and economic conditions to sales personnel.

Skills

Strong communication skills

Client interaction

Knowledge in Wealth Management

Education

Bachelor's Degree (S1)

Job description

Company Description :

We are one of the top 10 biggest banks in terms of assets in Indonesia and listed in the indonesia Stock Exchange, that offer banking products and services that help people and companies to succeed, creating wealth and growth through our Retail Banking, SME and Wholesale businesses.

Why PermataBank ?

Here at PermataBank, you will Learn, Grow, and Make A Difference,

You will have the appetite and the ability to learn many things, challenged to grow beyond ways you can imagine, and see the incredible difference you would have made along the journey.

This is our platform for you. We cannot promise a smooth ride, but rest assured, it is going to be a meaningful journey!

• Learn : We always think innovatively to improve the way we work, making it easier, better and faster.
• Grow : We provide excellent service to customers and encourage excellent performance in our daily work.
• Make a difference : We understand each other and together build strong relationships with internal and external parties based on mutual respect.

Job Description:

• Conduct analysis of penetration across all customer segments for Wealth Management (WM) to achieve target revenue and volume.
• Build and enhance relationships with internal customers through the customer profilling process together with the Relationship Manager (RM) before RM visit clients.
• Proactively access the latest information and deliver it to sales personnel related to internal and external policy & procedure, as well as updates on economic conditions.

Job Requirements:

• Minimum Bachelor's Degree (S1) of any discipline.
• Minimum 3 years experience in Banking.
• Background as a Relationship Manager (RM) or Specialist in Wealth (Investment Services, Bancassurance & Foreign Exchange) and strong knowledge in Wealth Management.
• Strong communication skilss, effective in interacting with clients and coordinating across units/divisions to support performance achievement.

PT Bank Permata Tbk hereby informs that the company does not impose any charges in the employee recruitment process.