job description
Join Public Bank as a High Net-Worth Bancassurance Sales Manager in the vibrant financial hub of Bali. This is a unique opportunity to leverage your expertise in wealth management and financial advisory to serve an exclusive clientele of high-net-worth individuals. In this dynamic role, you will drive the sales of premium bancassurance products while delivering tailored financial solutions that align with the sophisticated needs of affluent clients.
As part of a leading financial institution, you will collaborate with a team of professionals to expand our market presence in Bali’s thriving expatriate and local high-net-worth communities. Your ability to build trust, identify client needs, and present bespoke financial strategies will be key to your success. This position offers not only a competitive compensation package but also the chance to grow your career in one of Southeast Asia’s most promising financial markets.
If you are a results-driven professional with a passion for finance and a knack for relationship-building, we invite you to apply and take the next step in your career with Public Bank.
Responsibility
- Develop and execute strategic sales plans to promote bancassurance products to high-net-worth clients in Bali.
- Provide personalized financial advisory services, including investment, insurance, and wealth management solutions.
- Build and maintain strong relationships with affluent clients, understanding their financial goals and risk appetites.
- Collaborate with cross-functional teams to ensure seamless delivery of financial products and services.
- Stay updated on market trends, regulatory changes, and competitive offerings to provide informed recommendations.
- Achieve and exceed monthly and quarterly sales targets while maintaining high client satisfaction.
- Conduct financial needs analyses and present tailored solutions to meet client objectives.
- Participate in networking events and industry conferences to expand your professional network and identify new business opportunities.
Qualifications
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A master’s degree or professional certification (e.g., CFP, ChFC) is a plus.
- Minimum of 5 years of experience in bancassurance, wealth management, or financial advisory, with a proven track record of serving high-net-worth clients.
- Strong knowledge of financial products, including life insurance, investment funds, and retirement planning solutions.
- Excellent communication and interpersonal skills, with the ability to build rapport with diverse clientele.
- Demonstrated sales acumen and ability to meet or exceed targets in a competitive environment.
- Familiarity with CRM systems and financial planning software.
- Fluency in English; proficiency in Indonesian or other languages is an advantage.
- Self-motivated, ethical, and committed to delivering exceptional client service.