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Job Description & How to Apply Below
Overview
RM Hybrid 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 comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Manage portfolio funding and support growth of new customers and Fee Base (Investment & Bancassurance).
- Deliver personalized investment solutions for retail clients.
- Create and review financial plans to ensure accuracy of information.
- Minimum 2 years of working experience as Funding Marketing.
- Understanding of banking products, including investment and insurance products.
- Effective communication with good interpersonal skills, ability to create and maintain a strong network, and results oriented.
- In-depth knowledge within Financial Market, Capital Market and Global Financial Market.
- Certified AAJI and WAPERD/WPPE will be prioritized.
- Excellent interpersonal skills.
- Mid-Senior level
- Full-time
- Sales and Marketing
- Banking, Insurance, and Investment Management
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