Financial Advisor (Rm Wealth)

Details of the offer

Persyaratan

A Bachelor's Degree (S1), any major
Mininum 2 years experience as RM Funding in Banking Industry
Demonstrate good teamwork, communication, and negotiation skills
Sales driven, target oriented
WPPE Certification is mandatory

Tanggung Jawab

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


Nominal Salary: To be agreed

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