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Personal Financial Advisor
Job summary
A leading financial institution in Indonesia is seeking a Relationship Manager or Personal Financial Advisor to manage portfolio funding and drive new customer growth. The ideal candidate will provide personalized investment solutions, ensuring clients achieve their long-term financial goals. Applicants should have a minimum of 2 years of experience in Funding Marketing and possess excellent communication and interpersonal skills. Certifications in AAJI and WAPERD/WPPE are prioritized.
Qualifications
- Minimum 2 years of working experience as Funding Marketing.
- Understanding of banking products, including investment and insurance.
- Excellent communication and interpersonal skills.
Responsibilities
- Manage portfolio funding and develop new customer growth.
- Deliver personalized investment solutions for clients.
- Create financial plans with complete accuracy.
Skills
Education
Relationship Manager or Personal Finacial Advisor-PFA will be responsible to manage portfolio funding and develop the growth number of new customer, as well as the growth of Fee Base (Investment & Bancassurance).
Focus for retail customer, the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
- Minimum 2 years of working experience as Funding Marketing
- Understanding of banking products, including investment and insurance products.
- Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.
- Indepth knowledge within Financial Market, Capital Market and Global Financial Market.
- Certified AAJI and WAPERD/WPPE will be prioritized
- Excellent interpersonal skills
Solo, Semarang, Yogyakarta
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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