job description
Join Public Bank as a High Net-Worth Bancassurance Sales Manager and play a pivotal role in delivering tailored financial solutions to our elite clientele. Based in the vibrant regions of Bali, you will leverage your expertise in bancassurance to drive sales, build lasting relationships, and provide strategic financial advisory services to high-net-worth individuals.
This is a unique opportunity to work in a dynamic banking environment while enjoying the lifestyle benefits of Bali’s most sought-after locations. If you are a results-driven professional with a passion for finance and client service, we invite you to apply and grow your career with one of the region’s leading financial institutions.
Responsibility
- Develop and execute sales strategies to promote bancassurance products to high-net-worth clients.
- Provide personalized financial advisory services, including wealth management and insurance solutions.
- Build and maintain strong relationships with key clients to ensure long-term satisfaction and loyalty.
- Collaborate with internal teams to ensure seamless delivery of financial products and services.
- Stay updated on market trends and regulatory changes to provide accurate and compliant advice.
- Achieve and exceed sales targets while maintaining high standards of customer service.
- Conduct financial needs assessments and recommend suitable products based on client profiles.
- Participate in training and development programs to enhance product knowledge and sales skills.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum of 3 years of experience in bancassurance, wealth management, or financial advisory.
- Proven track record of sales success in a high-net-worth client segment.
- Strong understanding of financial products, including insurance, investments, and retirement planning.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant certifications (e.g., CFP, ChFC) are a plus.
- Fluency in English; additional languages are an advantage.