Deskripsi Pekerjaan
We are representing a prestigious financial institution seeking a highly motivated Branch Wealth Manager (Banking) to join their team in the Central Region. As a key player in the branch, you will drive client engagement and deliver customized financial strategies that meet the sophisticated needs of high-net-worth individuals.
In this role, you will foster long-term client relationships by understanding their financial goals and risk appetite. You will provide tailored wealth management solutions including investment portfolio management, retirement planning, and estate planning. Staying abreast of market trends and regulatory changes will be crucial to offer informed advice. Collaboration with internal teams will ensure a holistic approach to client service and product offering.
We are looking for an individual with a proven track record in wealth management or private banking, excellent communication skills, and a strong commitment to compliance. This is a fantastic opportunity to advance your career with a leading banking group. If you are passionate about delivering exceptional financial solutions, we encourage you to apply.
Tanggung Jawab
- Build and maintain long-term relationships with high-net-worth clients by understanding their financial objectives and risk tolerance.
- Provide tailored wealth management solutions including investment portfolio management, retirement planning, and estate planning.
- Conduct regular portfolio reviews and rebalancing to align with market conditions and client goals.
- Stay updated on financial markets, economic trends, and regulatory changes to offer informed advice.
- Collaborate with internal teams to offer a holistic suite of banking and investment products.
- Meet or exceed sales targets by cross-selling banking products and services.
- Ensure compliance with all regulatory requirements and internal policies.
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field.
- Minimum of 3-5 years of experience in wealth management, private banking, or financial advisory.
- Strong knowledge of investment products, asset allocation, and estate planning.
- Relevant certifications such as CFP, CFA, or equivalent (preferred).
- Excellent communication and interpersonal skills.
- Proven track record in client acquisition and relationship management.
- Proficiency in financial software and CRM tools.
- Self-motivated with strong analytical and decision-making abilities.