Wira Handaya
Wealth Advisory Head Bank BTPN
Jakarta,Dki Jakarta
Summary
- Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
- Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Wealth Advisory Head position. Ready to help team achieve company goals.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
WEALTH ADVISORY HEAD ( VP )
Bank BTPN
3 2022 - Current
- Create inspiring team environment with open communication culture.
- Set clear team goals.
- Delegate tasks and set deadlines.
- Oversee day-to-day operation.
- Monitor team performance and report on metrics.
- Motivate team members.
- Discover training needs and provide coaching.
- Listen to team members' feedback and resolve any issues or conflicts.
- Recognize high performance and reward accomplishments.
- Encourage creativity.
- Suggest and organize team building activities.
PORTOFOLIO ADVISORY COORDINATOR ( AVP )
Bank BTPN
06.2020 - 03.2022
- Accomplish department goals by managing the team, plan and evaluate the activities of the department.
- Retain staff by recruiting, selecting, directing and training team.
- Ensuring a safe, secure and legal work environment.
- Develop personal growth opportunities.
PORTOFOLIO ADVISORY SPECIALIST ( AVP )
Bank BTPN
03.2020 - 06.2020
- Supporting Jakarta Region ( Jakarta 1 , 2, 3 ) with 19 branches in order to achieve sales target
- (Bond, Bancassurance, Mutual Fund).
- Updating knowledge about wealth product and Market economy view to branches and customers.
- Review the investment product to area Branches
- And briefing about updated program reward and product.
- Joined visit with Relationship Manager in presenting investment products to customers.
- Collaborate with Fund Manager for Roadshow to Branches.
- Visiting, correspondence and provide training to the branches.
- In collaboration with the Product Manager in organizing training / socialization / customer gathering with branches.
SENIOR WEALTH MANAGEMENT SPECALIST ( AVP )
Bank Cimb Niaga
12.2012 - 03.2020
- Supporting branches in order to achieve sales target.(Bond, Bancassurance, Strike-Currency, Mutual Fund, and Structure Product).
- Updating knowledge, market movement and product info to both branches and customers.
- Review the investment product to area Branches
- And briefing about updated program reward and product.
- Joined visit with Relationship Manager in presenting investment products to customers.
- Visiting, correspondence and provide training to the branches
- In collaboration with the Product Manager in organizing training / socialization / customer gathering with branches.
WEALTH ADVISOR MANAGER ( MANAGER )
Axa Financial Indonesia
07.2009 - 12.2012
- Selling insurance and investment products such as Health insurance, life insurance, education plan, Unit link insurance, corporate insurance.
- Responsible for achieving sales target and maintaining good communication with new and existing customers.
- Responsible for customers who claiming the insurance.
- Give the information about market forecast that related to the customers investment (unit link product).
- Analyze the product for customers needs.
RELATIONSHIP MANAGER ( MANAGER )
Bank DBS Indonesia
07.2008 - 07.2009
- Responsible for achieving sales target and maintaining good communication with new and existing customers.
- Developing high level of interpersonal and negotiation skills to communicate and negotiate with customers.
- Offering all Products of DBS Bank such as DCD (dual currency deposit), insurance, Time Deposit, Saving, Off-shore and On-shore, etc.
- Always maintaining priority customers, for their fund not below 500 million.
- Demonstrating ability to work under pressure, meeting deadlines, and completing tasks prior to targeted schedule.
BUSINESS OFFICER/RM ( MANAGER )
Bank Permata
01.2007 - 06.2008
- Responsible for achieving sales target and maintaining good communication with new and existing customers.
- Developing high level of interpersonal and negotiation skills to communicate and negotiate with customers.
- Offering all Products of Permata Bank such as EDC Machine,Time Deposit, Saving, Save Deposit Box, etc.
- Demonstrating ability to work under pressure, meeting deadlines, and completing tasks prior to targeted schedule.
FINANCIAL ADVISOR ( DIRECT SALES )
Bank Danamon
12.2004 - 12.2006
- Responsible for achieving sales target and maintaining good communication with new and existing customers.
- Developing high level of interpersonal and negotiation skills to communicate and negotiate with customers.
- Demonstrating proactiveness in works involved, through following up customers and keeping Supervisor updated.
- Demonstrating ability to work under pressure, meeting deadlines, and completing tasks prior to targeted schedule.
FINANCIAL CONSULTANT ( DIRECT SALES )
Bank Citibank
04.2004 - 12.2004
- Responsible for achieving sales target and maintaining good communication with new and existing customers.
- Developing high level of interpersonal and negotiation skills to communicate and negotiate with customers.
- Demonstrating proactiveness in works involved, through following up customers and keeping Supervisor updated.
- Demonstrating ability to work under pressure, meeting deadlines, and completing tasks prior to targeted schedule.
Education
BACHELOR OF SCIENCE -
GS.Fame University
04.2001 - 04.2004
MAJOR IN COMPUTER ANALYST - undefined
Interstudi University
undefined
SMU Budhi Ciswa
Skills
Microsoft Word
Microsoft Powerpoint
Microsoft Excel
Socialization
Strategic Planning
Report Preparation
Corporate Communications
Organizational Development
Performance Improvement
Certification
WPPE
Personal Information
- Date of Birth: 08/24/78
- Nationality: Indonesia
- Marital Status: Married
Timeline
PORTOFOLIO ADVISORY COORDINATOR ( AVP )
Bank BTPN
06.2020 - 03.2022
PORTOFOLIO ADVISORY SPECIALIST ( AVP )
Bank BTPN
03.2020 - 06.2020
SENIOR WEALTH MANAGEMENT SPECALIST ( AVP )
Bank Cimb Niaga
12.2012 - 03.2020
WEALTH ADVISOR MANAGER ( MANAGER )
Axa Financial Indonesia
07.2009 - 12.2012
RELATIONSHIP MANAGER ( MANAGER )
Bank DBS Indonesia
07.2008 - 07.2009
BUSINESS OFFICER/RM ( MANAGER )
Bank Permata
01.2007 - 06.2008
FINANCIAL ADVISOR ( DIRECT SALES )
Bank Danamon
12.2004 - 12.2006
FINANCIAL CONSULTANT ( DIRECT SALES )
Bank Citibank
04.2004 - 12.2004
BACHELOR OF SCIENCE -
GS.Fame University
04.2001 - 04.2004
WEALTH ADVISORY HEAD ( VP )
Bank BTPN
3 2022 - Current
MAJOR IN COMPUTER ANALYST - undefined
Interstudi University
undefined
SMU Budhi Ciswa
WPPE
AAJI
BSMR LVL 2
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