Deskripsi Pekerjaan
Are you a dedicated professional looking to make a tangible impact in the financial sector? Intrias Mandiri Sejati is seeking a passionate Treasure Wealth Associate (TWA) to join our dynamic team. In this role, you will be at the forefront of wealth management, helping clients achieve their financial goals through strategic planning and expert guidance. We value integrity, expertise, and a client-centric approach, and we are looking for someone who embodies these qualities.
As a Treasure Wealth Associate, you will be responsible for managing client relationships, identifying investment opportunities, and delivering high-quality financial products tailored to individual needs. You will work closely with senior management to develop sales strategies and ensure compliance with industry regulations. If you have a strong drive for success and a knack for building lasting trust with clients, this is the perfect opportunity to advance your career in a supportive and rewarding environment.
Tanggung Jawab
- Manage and maintain strong relationships with high-net-worth clients to understand their financial goals.
- Analyze client financial situations and recommend appropriate investment products, such as mutual funds, insurance, and deposits.
- Develop and execute sales strategies to achieve individual and team performance targets.
- Prepare and present detailed financial plans and portfolio reports to clients.
- Stay updated on market trends and economic developments to provide informed advice.
- Ensure all client documentation and compliance requirements are met accurately.
- Collaborate with internal teams to cross-sell financial products effectively.
Kualifikasi
- Minimum 1-3 years of experience in banking, financial services, or wealth management.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Strong communication skills and the ability to build rapport with diverse clients.
- Proven track record in sales and client acquisition.
- Ability to work under pressure and meet tight deadlines.
- Proficiency in Microsoft Office applications.
- Valid financial licensing (e.g., AMI) is a plus.