Wealth Management Product Development Department Head
About this position
The Wealth Management Product Development Department Head is responsible for developing and marketing wealth management products, ensuring coordination with internal and external parties, and providing expertise in wealth management processes.
Responsibilities
• Develop and recommend roadmap for wealth management product development and marketing
• Ensure synergy and coordination with internal and external parties in marketing and selling wealth management products to achieve set targets
• Conduct product socialization, monitor and provide input on product knowledge quality by marketing staff
• Ensure distribution of marketing collaterals to all branches marketing bancassurance products
• Determine business processes and development system outcomes as key user in IT system planning and development
• Act as Subject Matter Expert in wealth management business processes
• Assist branches in ensuring smooth wealth management product transactions
• Evaluate and recommend development and marketing of wealth management products
• Coordinate with internal parties and partner companies to provide periodic investment climate analysis
• Ensure team members perform their roles effectively
Requirements
• Minimum Bachelor's degree from any discipline
• At least 3 years of work experience, preferably in the wealth management sector of banking or other financial institutions
• Knowledge of banking products, especially related to wealth management
• Good communication skills and proficiency in using computers, especially Microsoft Office
• Strong individual management and leadership skills, including task delegation and coaching
• Adaptable personality, high stress tolerance, and strong drive for achievement
• Willing to be based in Gajah Mada, Central Jakarta