SENIOR FINANCIAL ADVISOR

Website PT Bank KEB Hana Indonesia

Banking

Requirements

  • A Bachelor’s Degree (S1), any major
  • Mininum 3-5 years experience as RM Funding in Banking Industry
  • Demonstrate good teamwork, communication, and negotiation skills
  • Sales driven, target oriented
  • WPPE Certification is mandatory
  • Placement : Jabotabek, Solo, Surabaya

Responsibilities

  • 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




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