Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
Generic
MUHAMMAD FAZAR MULYA

MUHAMMAD FAZAR MULYA

Seasoned Banking & Wealth Management Professional
Bekasi,Indonesia

Summary

A seasoned senior banker with 16+ years of experience in managing resources and staff, developing and attaining sales goals, delivering clients service, wealth management advisors and growing the bank's revenues.

Professional wealth management specialist with significant experience in financial planning, investment strategies, and client relationship building. Strong focus on team collaboration and achieving results with flexibility to adapt to changing needs. Skilled in portfolio management, risk assessment, and wealth preservation. Reliable and results-driven, with client-centric approach and excellent communication abilities.

Overview

21
21
years of professional experience
5
5
years of post-secondary education
5
5
Certifications

Work History

Wealth Advisor

Moduit Digital Indonesia
05.2025 - Current
  • Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
  • Maintained regular communication with clients, providing updates on portfolio performance and adjusting strategies as needed.
  • Managed high-net-worth portfolios for optimal investment performance and risk mitigation.
  • Build and maintain long-term relationships with clients based on trust and transparency.
  • Ensure all advisory activities comply with relevant financial regulations and ethical guidelines.

Senior Private Banking Relationship Manager

PT Bank CIMB Niaga Tbk
06.2023 - 04.2025
  • To establish new relationships and maintain existing relationships with high-net-worth clients in order to achieve organizational goals.
  • Streamlined account opening processes, reducing client onboarding time and increasing overall efficiency.
  • To provide clear information on Private Banking Products: "Liabilities & Wealth," "On Shore," "Foreign Exchange Services," and other related products to private segment customers.
  • To conduct marketing and business development activities using the full range of the Bank's products and services.
  • Enhanced client satisfaction by providing personalized banking services and financial advice tailored to individual needs.
  • Improved customer retention rates through exceptional relationship management skills and targeted marketing efforts.

Branch Manager - Kuningan Branch

PT Bank HSBC Indonesia
01.2020 - 03.2022
  • Directing all operational aspects, including distribution, client service, human resources, administration, and sales, in accordance with the bank's objectives.
  • Providing training, coaching, development, and motivation for bank personnel.
  • Developing forecasts, financial objectives, and business plans.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.

Branch Manager - Tebet Branch

PT Bank HSBC Indonesia
10.2017 - 12.2019
  • Directing all operational aspects, including distribution, client service, human resources, administration, and sales, in accordance with the bank's objectives.
  • Providing training, coaching, development, and motivation for bank personnel.
  • Developing forecasts, financial objectives, and business plans.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.

Branch Business Manager - Senayan Branch

HSBC Bank Indonesia
03.2014 - 09.2017
  • Achieving growth and hitting sales targets by successfully managing the sales team.
  • Designing and implementing a strategic sales plan that expands the company's client base and ensures its strong presence.
  • Managing recruiting, objective setting, coaching, and performance monitoring of sales representatives.
  • Anticipated financial impact from operational issues and worked with leadership to develop solutions.
  • Mentored junior staff members, helping them grow professionally and contribute more effectively to the team''s goals.
  • Enhanced customer satisfaction levels by implementing an effective feedback system and addressing concerns promptly and efficiently.

Branch Sales Manager - WTC Branch

HSBC Bank Indonesia
07.2010 - 02.2014
  • Achieving growth and hitting sales targets by successfully managing the sales team
  • Designing and implementing a strategic sales plan that expands the company’s client base and ensures its strong presence.
  • Managing recruiting, objective setting, coaching, and performance monitoring of sales representatives.
  • Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
  • Managed branch sales, customer service, finances and recordkeeping.

Assistant Manager Service - WTC Branch

HSBC Bank Indonesia
01.2008 - 06.2010
  • Managing and leading the branch service team by providing excellent customer service to clients while attending to their banking needs, and playing an integral part in achieving the branch's financial goals.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.

Service Relationship Officer

HSBC Bank Indonesia
06.2006 - 12.2007
  • Collaborate with Relationship Managers to assist clients in accomplishing wealth management objectives.
  • Develop and oversee relationships with clients, performing alongside the Relationship Manager to ensure top-level service is provided to clients.
  • Monitored, followed-up and escalated cases to meet customer response commitments.
  • Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.

MIS Staff

ABN AMRO Bank Indonesia
06.2004 - 05.2006
  • Reporting Staff for the Service Quality and Client Management (SQCM) Department.
  • To provide a report for the Phone Banking Department.
  • Collaborated with colleagues on various projects, sharing knowledge and expertise while working together towards common objectives.
  • Liaised with management and other departments to maintain smooth operations.
  • Implemented innovative problem-solving techniques during challenging situations, resulting in swift resolution of issues without compromising quality standards.

Education

Industrial Engineering

Trisakti University
06.1999 - 03.2004

Skills

  • Effective Time Management

  • Ability to Work in a Team

  • Leadership Skills

  • Strong Analytical Skills

  • Excellent Communication Skills

Certification

Certified Financial Planner (CFP) Registration Number : 1800 0561

Accomplishments

  • Trainer Wealth Management Trainee Program HSBC Bank
  • 2020 Branch Upgrade Size from Medium to Large Category
  • 2018 High Performer (High Profitability High Productivity) – Branch Performance Metric (PRO Quadrant) YTD July 2018
  • 2018 The Winner Branch for Branch Wealth Contest - Quarter 2
  • 2018 The Winner Branch You C1000 Acquisition Contest - Quarter 2
  • 2018 Top 5 Branch Category February 2018 for The Highest Percentage from I&I (Wealth) Revenue
  • 2017 The Best Branch Business Manager - for Best Bancassurance Annualized Net Premium (ANP) in 2017 Branch Category XL & L
  • 2016 IMO Wealth Star 2nd Runner Up Best Branch Sales Manager
  • 2015 IMO Wealth Star 2nd Runner Up Best Branch Sales Manager
  • 2014 IMO Wealth Star 3rd Runner Up Best Branch Sales Manager
  • 2013 IMO Wealth Star for Best Branch Sales Manager

Timeline

Wealth Advisor

Moduit Digital Indonesia
05.2025 - Current

Senior Private Banking Relationship Manager

PT Bank CIMB Niaga Tbk
06.2023 - 04.2025

Branch Manager - Kuningan Branch

PT Bank HSBC Indonesia
01.2020 - 03.2022

Branch Manager - Tebet Branch

PT Bank HSBC Indonesia
10.2017 - 12.2019

Branch Business Manager - Senayan Branch

HSBC Bank Indonesia
03.2014 - 09.2017

Branch Sales Manager - WTC Branch

HSBC Bank Indonesia
07.2010 - 02.2014

Assistant Manager Service - WTC Branch

HSBC Bank Indonesia
01.2008 - 06.2010

Service Relationship Officer

HSBC Bank Indonesia
06.2006 - 12.2007

MIS Staff

ABN AMRO Bank Indonesia
06.2004 - 05.2006

Industrial Engineering

Trisakti University
06.1999 - 03.2004

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