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Regional Wealth Manager - Zurich Topas Life (Jakarta)

Regional Wealth Manager - Zurich Topas Life (Jakarta)

Zurich InsuranceIndonesia
29 hari yang lalu
Uraian Tugas

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The role involves developing and managing relationships with selected bank partners to promote the organization's propositions and deliver results. This includes retention of existing portfolios, identifying opportunities for growth, and improving service delivery.

Job Summary

Develops and manages the relationship with selected bank partners at a global, regional or local level to promote the organization's propositions and to steer the business to deliver results. Ensures retention of existing portfolio, opportunities for growth and improvements of service delivery.

Job Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field
  • Minimum of 5 years of experience in wealth management or financial advisory roles
  • Exceptional interpersonal and communication skills.
  • Proven track record of building and maintaining client relationships.
  • Excellent analytical and problem-solving skills.

Job Accountabilities - Key Accountabilities

  • Build and maintain strong relationships
  • Understand clients' financial goals and provide tailored solutions to meet their needs.
  • Conduct regular reviews and updates of clients' financial plans.
  • Monitor and manage clients' investment portfolios, ensuring alignment with their goals.
  • Identify and pursue opportunities to acquire new high-net-worth clients
  • Participate in networking events and build a referral network.
  • About the Company

    Zurich values the experience and know-how of its employees and offers a wide range of opportunities across business areas. The company takes an optimistic approach, focusing on the positives and constantly asking What can go right?

    Job Details

  • Location : ID - Head Office - MT Haryono
  • Remote working :
  • Schedule : Full Time
  • Recruiter name : Marina Destiana
  • Zurich is an equal opportunities employer and welcomes applications from diverse candidates. Referrals increase your chances of interviewing at Zurich Insurance by 2x.

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    Buat peringatan pekerjaan untuk pencarian ini

    Regional Zurich Life • Indonesia