Senior Financial Advisor
5 months ago
Persyaratan
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, Medan, Bandung
Tanggung Jawab
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
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