Personal Financial Advisor (Jl Pahlawan Samarinda)

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 skills with good interpersonal abilities, create and maintain a great network, and be result-oriented.
4. In-depth knowledge of the Financial Market, Capital Market, and Global Financial Market.
5. Certified AAJI and WAPERD/WPPE will be prioritized.
6. Excellent interpersonal skills.
7. Placement at Samarinda Jln. Pahlawan.