Personal Financial Advisor - Bandung

Personal Financial Advisor will be responsible for managing portfolio funding and developing the growth number of new customers, as well as the growth of Fee Base (Investment & Bancassurance).

Focusing on retail customers, the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Requirements:

1. Minimum 2 years of working experience as Funding Marketing
2. Understanding of banking products, including investment and insurance products.
3. Possess effective communication with good interpersonal skills, create and maintain a great network, and be result-oriented.
4. In-depth knowledge within Financial Market, Capital Market, and Global Financial Market.
5. Certified AAJI and WAPERD/WPPE will be prioritized
6. Excellent interpersonal skills
7. Placement at Bandung