Objective :
Certified Wealth Managers' Association (CWMA) in collaboration with the official training provider PT. MaeSa Consulting Indonesia have organized the International Certified Wealth Manager Program for professional title Associate Wealth Manager (AWM®) in PT. Bank Rakyat Indonesia (Persero), Tbk.
Objective :
Certified Wealth Managers' Association (CWMA) in collaboration with the official training provider PT. MaeSa Consulting Indonesia have organized the International Certified Wealth Manager Program for professional title Certified Wealth Manager (CWM®) in PT. Bank Rakyat Indonesia (Persero), Tbk.
Delegates :
Wakil Inspektur Audit Intern Kantor Wilayah Jakarta 1
Kepala Audit Intern Kantor Wilayah Jakarta 2
Wakil Kepala Audit Intern Kantor Wilayah Jakarta 2
Wakil Inspektur Bidang Audit Kantor Pusat
Wakil Kepala Divisi Desk Project Management Office
Wakil Kepala Divisi Analisis Resiko Kredit
Wakil Kepala Divisi Bisnis Korporasi
Kepala Divisi Digital Center of Excellence
Kepala Divisi Institution 2
Wakil Kepala Divisi Institution 2
Wakil Kepala Divisi Investment Service
Kepala Divisi Jaringan Bisnis Mikro
Kepala Divisi Jaringan Bisnis Ritel
Wakil Kepala Divisi Jaringan Bisnis Ritel
Kepala Divisi Kartu Kredit
Wakil Kepala Divisi Kartu Kredit
Kepala Divisi Kebijakan & Pengembangan HC
Wakil Kepala Divisi Manajemen Risk Oprasional & Pasar
Kepala Divisi Divisi Marketing Communication
Kepala Divisi Operasional TI
Wakil Kepala Divisi Operasional TI
Deputy CLO Divisi Pendidikan & Pelatihan
Kepala Divisi Social Entrepreneurship
Wakil Kepala Divisi Social Entrepreneurship
Wakil Kepala Divisi Transaction Banking
Wakil Kepala Divisi Treasury Business
Wakil Pemimpin Kantor Wilayah Jakarta 1
Wakil Pemimpin Kantor Wilayah Jakarta 2
Pemimpin Wilayah Kantor Wilayah Jakarta 3
Objective :
The course is designed to provide participants with an overview of the real world considerations that are needed to connect all the singular functional areas that comprise personal and business wealth
management such as: basic and advanced estate planning, investment management; tax management; life and property/casualty insurance; medical and long term care coverage; retirement and philanthropy considerations. The course provides
Wealth Management & Private Banking professionals with the opportunity to gain knowledge and share experience on the different strategies available for business growth, portfolio construction and asset allocation styles that will build long term and lasting
relationships with clients in the Private Banking sector. Delegates will gain the opportunity to compare approaches, discuss best practice and learn from a highly experienced professional in the field. The case study, discussions, and experience sharing will assist attendees with
a different set of criteria aimed at achieving business goals, clients investment objectives, and manage investment risk efficiently.
Delegates :
Maikel Sajangbati (Board of Consellor and Advisor of CWMA)
Deci Armadiani Kristihandajani (Secretary General of CWMA)
Michelle Rosalie Christina (Head of Institutional Client Division of MaeSa International)
Rudy Basri (Chief Marketing Officer of MaeSa International)
Fermiyanti Saleh Somadirja (Director of Bank BJB)
Adhi Brahmantya (Director of Bank Bukopin)
Susy Liestiowaty (Director of Bank BRI)
Asmawi Syam Syamsuddin (President Director of Bank BRI)
Randianto Soeprapto Abdullah (Director of Bank BRI)
Ahmad Irfan Abubakar (President Director of Bank BJB)
Urs Walter Schwarz (Director & Chief Financial Officer of MaeSa International)
Sander Gerold (Director of Bordier)
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