Introduction
Treasure Wealth, a leading financial institution with a strong presence across Indonesia, is actively seeking a dynamic Funding Officer to join our Balikpapan branch. This position is perfect for individuals who thrive on building relationships, enjoy a fast‑paced sales environment, and are eager to contribute to the growth of a reputable wealth‑management firm. As a Funding Officer, you will play a pivotal role in attracting new clients, nurturing existing relationships, and delivering tailored financial solutions that align with each customer’s unique goals.
We welcome both fresh graduates and professionals with up to one year of relevant experience. If you possess a minimum bachelor’s degree (S1) from any discipline, have strong communication and negotiation skills, and are motivated to achieve and exceed targets, we encourage you to apply.
Responsibilities
- Identify, prospect, and develop a pipeline of potential high‑value customers in the Balikpapan region.
- Conduct in‑depth needs analyses to understand client financial objectives and recommend appropriate wealth‑management products.
- Build and maintain long‑term relationships through regular follow‑ups, personalized service, and proactive problem solving.
- Collaborate with internal product specialists, compliance officers, and marketing teams to ensure seamless delivery of services.
- Prepare and present compelling proposals, investment plans, and performance reports to clients.
- Achieve monthly and quarterly sales targets while adhering to regulatory and internal risk guidelines.
- Continuously update knowledge of market trends, new financial products, and competitive offerings to stay ahead in the industry.
- Participate in community events and networking activities to enhance brand visibility and generate leads.
- Document all client interactions in the CRM system to ensure accurate record‑keeping and reporting.
Requirements
- Education: Minimum S1 (any major). Fresh graduates are welcome.
- Age: Up to 30 years old.
- Gender: All genders are encouraged to apply.
- Experience: At least 1 year of experience in sales, marketing, banking, or related financial services.
- Core Skills: Excellent communication, negotiation, and interpersonal abilities; strong analytical mindset; ability to work under pressure and meet targets.
- Personal Traits: Professional appearance, confidence, high motivation, and a customer‑centric attitude.
- Location Flexibility: Willingness to be placed at the nearest branch relative to your domicile.
- Technical Knowledge: Familiarity with banking industry practices, investment analysis, and basic financial products is advantageous.
Benefits
- Competitive base salary with performance‑based incentives and bonuses.
- Comprehensive BPJS Kesehatan, BPJS Ketenagakerjaan, and pension contributions.
- Professional development programs, including training in financial products and sales techniques.
- Work‑life balance with a Monday‑Friday schedule (08:00 – 17:00).
- Opportunity to grow within a reputable institution that values teamwork, integrity, and continuous improvement.
- Access to a supportive corporate culture that encourages innovation and career advancement.
About Company
Treasure Wealth has been a cornerstone of Indonesia’s financial sector for over a decade, offering a broad suite of wealth‑management, investment, and advisory services to individuals and corporate clients. Our mission is to empower clients to achieve financial independence through personalized, transparent, and ethical solutions. With a strong focus on technology, data‑driven insights, and a client‑first philosophy, we have built a reputation for reliability and excellence across the country.
Our Balikpapan office serves as a strategic hub for the East Kalimantan market, providing tailored financial products that support both personal wealth growth and regional economic development. By joining our team, you become part of a forward‑looking organization committed to nurturing talent, fostering innovation, and delivering superior value to our customers.
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