Regional Wealth Manager - Zurich Topas Life (Jakarta)

Rural Community Insurance Agency Inc

Early Applicant

Posted 5 days ago
Be among the first 10 applicants

5-7 Years

Indonesia

Banking/Accounting/Financial Services

Job Description

Job Summary

Develops and manages the relationship with selected bank partners at a global, regional or local level to promote the organization's propositions and to steer the business to deliver results. Ensures retention of existing portfolio, opportunities for growth and improvements of service delivery.

Job Qualifications

Bachelor's degree in Finance, Economics, Business Administration, or a related field
Minimum of 5 years of experience in wealth management or financial advisory roles
Exceptional interpersonal and communication skills.
Proven track record of building and maintaining client relationships.
Excellent analytical and problem-solving skills.

Job Accountabilities - Key Accountabilities

Build and maintain strong relationships
Understand clients financial goals and provide tailored solutions to meet their needs.
Conduct regular reviews and updates of clients financial plans.
Monitor and manage clients investment portfolios, ensuring alignment with their goals.
Identify and pursue opportunities to acquire new high-net-worth clients
Participate in networking events and build a referral network.

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step.

Let's continue to grow together!