We believe that our people is the fundamental factor that will determine our success in this journey, hence we invite all of you, Talented Individuals, to join us and grow together with an organization that takes pride in knowing its people, caring for them, focusing on their development and inspiring them to bring out the best in them.?
Personal Financial Consultant
(Jakarta Raya)
Responsibilities:
- Handled and manage Preferred and Commercial client portfolio
- Acquire new Preferred and Commercial clients
- Develop a long term relationship with those clients
- Provide customized financial planning/service solution for Preferredand Commercial client through carefully selected wide range of product/service selection to match client financial needs
- A minimum of 1 years working experiences in consumer banking sales or relationship management.
- Experience of working with high net worth individuals with proven ability to achieve sales targets.
- Accreditation in line with regulatory and compliance requirements (i.e.Waperd and AAJI) preferred.
- Strong knowledge on Wealth Management, financial markets and investment products.
- Strong selling skills, excellent interpersonal skills including influencing and relationship building.
- Analytical and problem solving skills.
- Good verbal and written English.
- High degree of credibility and integrity.
(Jakarta Raya)
Responsibilities:
- Handled and manage priority client portfolio
- Acquire new priority client
- Develop a long term relationship with our Priority client
- Provide customized financial planning/service solution for Priority client through carefully selected wide range of product/service selection to match client financial needs
- A minimum of 3 years working experiences in consumer banking sales or relationship management.
- Experience of working with high net worth individuals with proven ability to achieve sales targets.
- Accreditation in line with regulatory and compliance requirements (i.e.Waperd and AAJI) preferred.
- Strong knowledge on Wealth Management, financial markets and investment products.
- Strong selling skills, excellent interpersonal skills including influencing and relationship building.
- Analytical and problem solving skills.
- Good verbal and written English.
- High degree of credibility and integrity.
To help reduce paper consumption, please submit all applications online. Send your complete CV via email to: sgandapraja@permatabank.co.id or dadaniel@permatabank.co.id