Wealth Specialist

1 week ago


Surabaya, Indonesia Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.
- **

**Working Arrangement**

Hybrid

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

**The Opportunity**

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Wealth Specialist with the resources to solve critical problems for the future of our business, which is why we need you.

Manulife Asset Management Indonesia is seeking someone main responsibility to maintain Mutual Fund Accounts of existing MAMI retail customers.

**What motivates you?**:

- You obsess about customers, listen, engage and act for their benefit
- You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
- You thrive in teams, and enjoy getting things done together
- You take ownership and build solutions, focusing on what matters
- You do what is right, work with integrity and speak up
- You share your humanity, helping us build a diverse and inclusive work environment for everyone

**We are looking for someone with**:
1. Minimum education is Bachelor Degree (S1).

2.Able to communicate orally and in writing in English.

4.Has a Mutual Fund Selling Agent License (WAPERD).

5.Able to work under minimum supervision.

6. Minimum 4 years experience in the relevant field.

**Nice to Haves**:

- Exposure as Wealth Specialist in Financial Industry company.

**On the job you will**:
**1. Compliance**
a) Performing the principles of customer recognition and anti money laundering (KYC / AML) on a regular basis.

b) Complete description of product features including investment risk in products and ensure product conformity with customer risk profiles.

d) Deliver every rights and obligations of customers and companies related to the products offered and ensure that customers read the prospectus and product offering documents issued by the company.

e) Upholding integrity and honesty as MAMI employees.

f) Ensuring there are no incidents of mis-selling (miss-selling).

g) Always increase knowledge and attend training as required by the regulations in maintaining individual licenses held.

**2. Sales**
a) Must meet the KPI Target consisting of Total Subscriptions, Net Sales and AUM Growth. Changes that can occur at any time according to market situations, Company standards & strategies.

**3. Activities**
a) Must meet the target number of business activities from the sales process that has been determined to achieve the target.

b) Monitor and hold regular meetings with existing and potential customers to assess customer investment needs and maximize opportunities to market MAMI products.

c) Ensure that customers fully understand the products offered in accordance with the customer's investment profile.

d) Responsible for initiatives and implementation of the Retention Program to existing customers.

**4. Service**
a) Providing excellent service to customers by maintaining close relationships and managing customer portfolios.

**b) Ensure that customer complaints are handled properly and resolved according to the specified time standards.**:
**Our commitment to you**:

- Our mission; to be a part of making Decisions Easier and Lives Better
- A leadership team dedicated to your growth and success
- A bold ambition and set of goals to be a leader in driving transformation in our industry
- Our best. Every day.
- **

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer


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