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Wealth Manager Jobs

Treasury & Wealth Management Product Manager
By PT Bank Sinarmas Tbk At Jakarta, Indonesia
· Experience with product management and development tools
BA/BS degree, preferably in product management.
Assist in the development of materials to communicate progress to senior management and other stakeholders
The Product Manager is a senior role responsible for creating, owning, and delivering digital product(s) for the bank
7+ years experience creating, delivering, and getting business results from digital products.
12+ years total professional experience, with experience at a high-growth company or start-up a plus.
Wealth Specialist (Priority Clients)
By Stockbit At Area DKI Jakarta, Indonesia
Bachelor’s degree in Finance/Management/Investment Banking or other relevant major from a reputable university
Deliver end-to-end knowledge of Mutual Fund products to Priority clients
Build and manage relationships with Priority clients through a variety of mediums, including our platform
Work closely with relevant external parties such as Investment Managers
At least 3 years of relevant experience, preferably with a strong experience in handling Institutional/Corporate clients
Strong knowledge of Mutual Fund products and Bibit application
Institutional &Amp; Private Wealth Associate (Bali)
By Pintu At Indonesia
Achieve quarterly goals, target metrics, and Pintu OTC’s KPIs established by the management
Consult and evaluate OTC client’s needs & requirements in relation to crypto asset investments
Have minimum 5-6 years of experience within the same role
Experience in research pricing market
Excellent communication and interpersonal skills
Identify and originate new prospective clients for Pintu OTC
Marketing Intern – Wealth & Matured Segment
By Prudential Indonesia (PT Prudential Life Assurance) At Jakarta, Indonesia
Administrative works (including budget, creative, purchasing, sign off and file records)
Daily progress preparation, monitoring & reporting, including creative development and budget implementation
Prudential is an equal opportunity employer.
Premier Wealth Relationship Manager
By Maybank At Area DKI Jakarta, Indonesia
Minimum 3 years experience as Funding Marketing
Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.
Indepth knowledge within Financial Market, Capital Market and Global Financial Market.
Understanding of banking products, including investment and insurance products.
Certified AAJI and WAPERD/WPPE will be prioritized
E - Wealth & Investment
By Prudential Indonesia (PT Prudential Life Assurance) At Jakarta, Indonesia

Prudential is an equal opportunity employer.

Wealth Advisor Jobs
By PT. SHUATHARA INDONESIA At Jakarta Raya, Indonesia
Memiliki pengalaman sebagai Relationship Manager di Bank selama minimal 3 tahun
Memasarkan produk Investasi ( Reksadana dan Obligasi )
Memahami dan Melakukan Riset Pasar
Mampu menjalin relasi yang baik dengan Client jangka panjang
Aktif mengelola reksadana dan Obligasi
Sertifikasi WPPE dan WAPERD Aktif
52673582 - Manager It Wealth Management And Personal Banking - Indonesia - Dbs
By HSBC At Area DKI Jakarta, Indonesia
A Bachelor's degree or equivalent experience with major in Computer Science or related field.
Qualification in related business discipline is an advantage.
Have good knowledge of the project lifecycle;
Good communication skill in both English and Bahasa Indonesia.
Reasonable project implementation, documentation, governance skill.
Proven technical expertise in an IT development/deployment role;
Wealth Relationship Manager - Banking
By EKRUT At Jakarta Raya, Indonesia
• Has AAJI certification will be plus
• Good communication in english and written
• Good computer literacy (minimum Microsoft Office).
• Able to work well in a team, under pressure and tight reporting deadline.
• Focusing on generate new business to Bank and maintain the existing customer.
• Capable in handling for credit syndication, to make proposal and coordinate the project.
Wealth Management Relationship Manager - Medan
By UOB At Area DKI Jakarta, Indonesia
Have work experience min. 2 years for Banking Industry relevant field (Relationship Manager Funding SME/Commercial).
Strong Communication, Interpersonal and selling skills.
Good networking skills in formal and non-formal organizations with various level of correspondence
Maintaining, growing and deepening relationship with existing and prospective SME customers
Acquiring Revenue / Funding and minimize attrition rate
Collecting market informations and do some updating customer database to achieve an effective cross selling
It Project Manager, Treasury & Wealth - Digital & Technology, Seabank
By SeaBank Indonesia At Jakarta, Indonesia
Experience with all phases of project management with demonstrated success across a variety of project types
Excellent analysis, problem-solving, team, conflict management and time management skills
Bachelor’s Degree in Computer Science/Business/Finance field or equivalent relevant experience.
Ensures requirements for projects align to operational standards. Develops alternate requirements or document exceptions as appropriate.
Experience in the financial services industry focusing on treasury products is preferred
Excellent verbal and written communication skills both in Bahasa Indonesia and English
Relationship Manager Wealth Management ( Jabodetabek)
By RecruitFirst At Jakarta Raya, Indonesia
Bogor (Pasar Anyar - Sudirman - Padjajaran)
(Pasar Anyar - Sudirman - Padjajaran)
If you are interest you can apply directly or dm me
Wealth Specialist (Priority Clients)
By Bibit.id At Kota Jakarta Selatan, Indonesia
At least 3 years of relevant experience, preferably with strong background in wealth management and personal finance
Bachelor’s degree in Finance/Management/Investment Banking or other relevant major from a reputable university
Deliver end-to-end knowledge of Mutual Fund products to Priority clients
Build and manage relationships with Priority clients through a variety of mediums, including our platform
Work closely with relevant external parties such as Investment Managers
Strong knowledge of Mutual Fund products and Bibit application

Are you looking for a rewarding career in wealth management? Join our team and help our clients build and manage their wealth! As a Wealth Manager, you will be responsible for providing financial advice and services to our clients. You will be able to use your expertise to help them make informed decisions about their investments and financial goals. With our competitive compensation and benefits package, you will have the opportunity to make a difference in the lives of our clients.

Overview:

A Wealth Manager is a professional who provides financial advice and services to individuals and families. They are responsible for helping clients manage their investments, plan for retirement, and create a financial plan that meets their long-term goals.

Detailed Job Description:

Wealth Managers are responsible for providing comprehensive financial advice and services to clients. They work with clients to develop a financial plan that meets their long-term goals, such as retirement planning, estate planning, and investment management. Wealth Managers also provide advice on tax planning, insurance, and other financial matters. They may also provide advice on investments, such as stocks, bonds, mutual funds, and other securities.

Wealth Manager Job Skills:

• Knowledge of financial planning, investments, and tax planning
• Excellent communication and interpersonal skills
• Ability to analyze financial data and make sound decisions
• Ability to develop and implement financial plans
• Ability to manage multiple clients and projects
• Knowledge of financial markets and products
• Proficiency in financial software and applications

What is Wealth Manager Job Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a CFP or CFA
• Minimum of 5 years of experience in financial planning or wealth management
• Knowledge of financial markets and products
• Ability to develop and implement financial plans

What is Wealth Manager Job Knowledge?

• Knowledge of financial planning, investments, and tax planning
• Knowledge of financial markets and products
• Knowledge of financial software and applications
• Knowledge of estate planning and trust management

What is Wealth Manager Job Experience?

• Minimum of 5 years of experience in financial planning or wealth management
• Experience in developing and implementing financial plans
• Experience in managing multiple clients and projects

What is Wealth Manager Job Responsibilities?

• Develop and implement financial plans for clients
• Manage investments and portfolios
• Analyze financial data and make sound decisions
• Provide advice on tax planning, insurance, and other financial matters
• Monitor financial markets and recommend investments
• Prepare financial reports and statements for clients