Wealth Management
3 days ago
Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Advanced degrees or professional certifications (e.g., CFA, CFP) are advantageous.
- Proven experience in wealth management, investment advisory, or financial planning roles.
- Strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Analytical mindset with attention to detail and accuracy in financial analysis.
- Ability to work independently and collaboratively in a dynamic, client-focused environment.
- Proficiency in financial analysis tools and software.
Pay: Rp4,000,000 - Rp5,000,000 per month
-
Senior Wealth Manager
5 days ago
Jakarta, Jakarta, Indonesia PT Tokio Marine Life Insurance Indonesia (SCPA) Full time 120,000,000 - 180,000,000 per yearSenior Wealth ManagerSeeking for potential and money oriented Senior Wealth Manager who are strongly motivated and have strong courage to build the succeed career path into a real time entrepreneurship and able to lead, motivate and develop team to join usResponsibilities:To recruit and build potential teamTo lead, motivate and develop a strong committed...
-
Wealth Management Advisor
1 day ago
Jakarta, Jakarta, Indonesia deVere Group Full timeJoin Our Team as a Financial Sales Consultant in our Jakarta officeAre you an experienced insurance sales or wealth management professional with a proven track record in client acquisition? We are seeking dynamic individuals to join our team in a role focused primarily on acquiring new clients. If you thrive in a flexible, independent advisory environment...
-
Jakarta, Jakarta, Indonesia HSBC Full time 1,200,000 - 3,600,000 per yearSome Careers Shine Brighter Than Others.If you're looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and...
-
Vice President Wealth and Personal Banking
2 weeks ago
Jakarta, Indonesia HSBC Full time-Job Advert Details **Some careers shine brighter than others.** If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential. Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage...
-
Vice President Data Remediation
2 weeks ago
Jakarta, Indonesia HSBC Full time-Job Advert Details **Some careers shine brighter than others.** If you're looking for a role that will help you stand out at HSBC, look at how you can fulfil your potential. Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and...
-
Wealth Management Advisor
1 week ago
Jakarta, Jakarta, Indonesia Zurich Insurance Full time 50,000,000 - 150,000,000 per yearSebuah Kesempatan berkarir sebagai Wealth Management Advisor untuk mendapatkan kebebasan finansial andaPenempatan di Kantor Cabang Bank yang bekerja sama dengan Zurich Topas Life, tugas utama sebagai sales & menjalin hubungan yang baik dengan klien.Deskripsi Pekerjaan:Bertanggung jawab untuk membangun dan memelihara hubungan yang solid dengan staf bank untuk...
-
Executive Wealth Management Advisor
2 weeks ago
Jakarta, Indonesia Zurich Insurance Full timeJob SummaryA Career Opportunity as an Executive Wealth Management Advisor to earn your financial freedom! - Placed in Bank Branches, the main role will be in sales and relationship management while serving as the primary interface for all products and services- About the Role- Responsible for building and maintaining solid relationship with bank staff to...
-
Executive Wealth Management Advisor
2 weeks ago
Jakarta, Indonesia Zurich Gruppe Deutschland Full time**Job Summary**: A Career Opportunity as an Executive Wealth Management Advisor to earn your financial freedom! Placed in Bank Branches, the main role will be in sales and relationship management while serving as the primary interface for all products and services **About the Role**: - Responsible for building and maintaining solid relationship with bank...
-
Executive Wealth Management Advisor
2 weeks ago
Jakarta, Indonesia Zurich Insurance Full timeJob SummaryA Career Opportunity as an Executive Wealth Management Advisor to earn your financial freedom! Placed in Bank Branches, the main role will be in sales and relationship management while serving as the primary interface for all products and services - About the Role- Responsible for building and maintaining solid relationship with bank staff to...
-
Senior Sales Executive — Wealth
1 week ago
Jakarta, Jakarta, Indonesia FINETIKS Full time 10,000,000 - 20,000,000 per yearAbout FinetiksFinetiks is a licensed fintech company regulated by the Financial Services Authority of Indonesia (OJK). We partner with trusted banks to offer market-leading financial products that help Indonesians build great financial habits and live financially well.Our flagship product,Finetiks VIP Save, is a digital savings account offering a...