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Wealth Executive Advisor

Job in Daerah Khusus Ibukota Jakarta, Jakarta, Indonesia
Listing for: PT Bank KEB Hana Indonesia
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
  • Sales
    Banking & Finance, Financial Sales
Job Description & How to Apply Below
Position: WEALTH EXECUTIVE ADVISOR
Location: Daerah Khusus Ibukota Jakarta

Requirements

  • Professional with minimum 5 years of experience in banking as wealth RM
  • Solid understanding of funding products and regulations
  • Strong negotiation and communication skills
  • Highly motivated and target driven
Responsibilities
  • Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customers.
  • Conduct market analysis opportunities, collect and compile information on trends in customer needs, and determine next steps in customer approach so that the predetermined targets can be achieved.
  • Maintain Relationship and grow more portfolio Asset Under Management (AUM) from existing and new clients.
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