Personal Financial Advisor will be responsible to manage portfolio funding and develop the growth number of new customer, as well as the growth of Fee Base (Investment & Bancassurance).
Focus for retail customer, the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Requirements:
- Minimum 2 years of working experience as Funding Marketing
- Understanding of banking products, including investment and insurance products.
- Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.
- Indepth knowledge within Financial Market, Capital Market and Global Financial Market.
- Certified AAJI and WAPERD/WPPE will be prioritized
- Excellent interpersonal skills
- Placement at
North Jakarta, Central Jakarta, West Jakarta