Wealth Management Sales Specialist

Dbs Bank Ltd

Surabaya ꦱꦸꦫꦧꦪ

On-site

IDR 180,000,000 - 240,000,000

Full time

3 days ago

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Job summary

Manulife Asset Management Indonesia is seeking to acquire new customers and service existing customers by selling investment products and meeting investment needs. The role emphasizes building portfolios and achieving sales targets within a compliant framework.

You will manage client relationships in Indonesian and English, ensuring regulatory compliance and accurate administration across sales processes. Learn more about opportunities with us at jobs.manulife.com

Qualifications

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.

Responsibilities

Sales: acquiring new customers and servicing existing customers by selling investment products and meeting investment targets.
Risk and compliance: complying with regulation and company policies, KYC and AML, ensuring suitability and preventing miss-selling.
Administration: following all sales processes as set by the company, including activity reports.