Deskripsi Pekerjaan
Are you a dynamic professional with a passion for finance and client relationship management? Intrias Mandiri Sejati is currently seeking a motivated Treasure Wealth Associate (TWA) to join our team in Pontianak. In this pivotal role, you will act as the primary point of contact for high-value clients, providing tailored financial solutions and wealth management advisory services.
As a Treasure Wealth Associate, you will be instrumental in expanding our financial footprint, managing investment portfolios, and ensuring exceptional service delivery. We are looking for individuals who possess strong analytical skills, a customer-centric mindset, and the ability to thrive in a fast-paced banking environment. If you are ready to elevate your career in the financial services sector and make a significant impact, we invite you to apply.
Tanggung Jawab
- Develop and maintain strong relationships with high-net-worth individual clients.
- Provide comprehensive financial advisory services and investment product recommendations.
- Proactively identify new business opportunities and grow the wealth management portfolio.
- Analyze market trends to provide sound financial insights and portfolio performance updates.
- Ensure full compliance with banking regulations, risk management policies, and internal auditing standards.
- Coordinate with internal cross-functional teams to deliver seamless client service.
- Prepare periodic performance reports and financial summaries for portfolio reviews.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Minimum 1-2 years of experience in banking, wealth management, or financial sales.
- Strong interpersonal and communication skills with the ability to influence stakeholders.
- Excellent analytical capabilities and proficiency in financial data interpretation.
- Proactive, target-oriented, and capable of working under pressure.
- Strong command of Bahasa Indonesia and proficient in English.
- Willingness to be based in Pontianak, Kalimantan Barat.