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WEALTH EXECUTIVE ADVISOR

PT Bank KEB Hana IndonesiaJakarta Selatan, Jawa, Indonesia

30+ days ago

Job description

Job Responsibilities

Provide advice on Wealth Products (MF, Bond, Bancassurance, FX) and services tailored to the needs of high net-worth and affluent customers.
Conduct market analysis to identify opportunities, gather information on customer needs trends, and determine next steps in customer approach to achieve targets.
Maintain and grow the portfolio Asset Under Management (AUM) from existing and new clients.

Qualifications

Bachelor’s Degree from any major

Minimum of 5 years of experience in banking as a wealth Relationship Manager (RM)

Solid understanding of funding products and regulations

Strong negotiation and communication skills

Highly motivated and target-driven

Location

Kota

Company Background

The Bank was established on 27 April 1971 under the name PT Bank Pasar Pagi Madju. It transitioned to a commercial bank in 1989, renamed PT Bank Bintang Manunggal (Bank Bima). After attracting Hana Financial Group, it became PT Bank Hana. In 2013, it merged with PT Bank KEB Indonesia to form PT Bank KEB Hana Indonesia, later rebranded as Bank Hana in 2020. Hana Bank offers a wide range of products and services designed to meet various customer needs, aiming to be a true-hearted financial partner.

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Executive • Jakarta Selatan, Jawa, Indonesia