FINANCIAL ADVISOR (KCP KARAWACI AMARTAPURA)

Remote/On-site

Responsibilities

• Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customers.
• Maintain relationships 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 to achieve predetermined targets.
• Analyze and provide feedback on programs, products, or events from Business Development or Product Development.

Minimum Requirements

• A Bachelor's Degree (S1), any major.
• Minimum 2-3 years experience as RM Funding in Banking Industry.
• Demonstrate good teamwork, communication, and negotiation skills.
• WPPE Certification is mandatory.

Location: Kota