job description
Are you a driven and customer-focused professional looking to build a rewarding career in personal wealth management? Success Human Resource Centre Pte Ltd is seeking a Personal Wealth Executive to join our dynamic team in Bali. This is a fantastic opportunity to work with a leading financial services provider, offering competitive compensation, performance-based commissions, and a supportive work environment.
In this role, you will be responsible for providing personalized financial solutions to clients, helping them achieve their financial goals while building long-term relationships. You will work closely with our banking partners, ensuring seamless service delivery and exceptional client experiences. With flexible branch locations across Bali, you can choose the workspace closest to your home for maximum convenience.
If you are passionate about finance, thrive in a client-facing role, and are eager to grow in the banking and financial services sector, we want to hear from you!
Responsibility
- Provide personalized financial advice and wealth management solutions to clients.
- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Promote and sell banking products such as savings accounts, investments, insurance, and loans.
- Collaborate with banking partners to ensure smooth transaction processes and client satisfaction.
- Achieve and exceed sales targets through proactive client engagement and follow-ups.
- Stay updated on financial market trends, products, and regulatory changes.
- Conduct financial reviews and recommend suitable products based on client profiles.
- Maintain accurate records of client interactions and transactions in compliance with company policies.
Qualifications
- Diploma or Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum of 1-2 years of experience in banking, financial services, or sales.
- Strong interpersonal and communication skills with a customer-centric approach.
- Proven ability to meet and exceed sales targets in a competitive environment.
- Knowledge of financial products such as deposits, investments, and insurance.
- Proficiency in using banking software and CRM tools.
- Highly organized with excellent time management and problem-solving skills.
- Willingness to work flexible hours, including weekends, as per bank branch schedules.