FINANCIAL ADVISOR

Requirements

A Bachelor's Degree (S1), any major

Minimum 2-3 years experience as RM Wealth in Banking Industry

Demonstrate good teamwork, communication, and negotiation skills

Sales driven, target oriented

WPPE Certification is mandatory

Placement : Jakarta

Responsibilities

Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customer

Maintain Relationship and grow more portfolio Asset Under Management (AUM) from existing and new clients

Conduct market analysis opportunities, collect and compile information on trends in customer needs, and determine next steps in customer approach so that the predetermined targets can be achieved

Analyze and provide feedback on programs or products or events from Business Development or Product Development

#J-18808-Ljbffr