FINANCIAL ADVISOR KCP LIPPO CIKARANG

• A Bachelor’s Degree (S1), any major
• Mininum 2-3 years experience as RM Funding in Banking Industry
• Demonstrate good teamwork, communication, and negotiation skills
• Sales driven, target oriented
• WPPE Certification is mandatory
• Placement : Lippo Cikarang

Responsibilities

• Provide advice on Wealth Products (MF, Bond, Bancassurance, Fx) and services tailored to needs of high net-worth individual and affluent customer
• Maintain Relationship and grow more portfolio Asset Under Management (AUM) from existing and new clients
• 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
• Analyze and provide feedback on programs or products or events from Business Development or Product Development