Officer Retail Brokerage & Hnwi Bancassurance

We are looking for a qualified Officer Retail Brokerage & HNWI Bancassurance to become part of Bank Mandiri core business. Prospective candidates must be Analyzing the marketing strategy for securities investment products, bancassurance, referrals, and insurance products according to the needs of Wealth Segment customers, and developing new products that can be investment alternatives for customers at least 2 years working experiences. Please refer to below:

• Developing investment products and procedures such as Primary Market Government Bonds, referral brokerage, and other investment products based on applicable regulations, based on analysis of customer needs.
• Coordinating to review and analyze alternative investment products offered by other business units or counterparties, including their objectives, structures, mechanisms, costs, and related risks.
• Formulating customer requirements for investment products in securities such as government bonds, corporate bonds, medium-term notes, and other securities transactions based on applicable regulations that align with the needs and risk profiles of customers, including referencing bancassurance products, in order to provide the best investment alternatives for Bank Mandiri customers.
• Collaborate with internal teams, such as research, compliance, and operations, to ensure seamless service delivery.
• Ensuring that products and agreements meet customer needs and comply with internal and external regulations, and have received advice from relevant units.
• Conducting studies on investment products such as Primary Market Government Bonds, referral brokerage, bancassurance and other investment products based on applicable regulations to be marketed through Bank Mandiri.

Requirements:

• Have a Analytical mindset with the ability to assess financial data and market trends.
• Minimum 2 years working experiences within in retail brokerage or bancassurance, with a focus on serving HNWI.
• Fluent in English (both oral & written).
• Good Microsoft Office skills (Excel, PowerPoint, Word).
• Strong knowledge of investment products, securities markets, and bancassurance products.