Edi Wiryawan
Vice President
Summary
Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 18 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Overview
19
19
years of professional experience
Work History
Client Advisor, VP
United Overseas Bank Ltd. - Privilege International
06.2022 - Current
- Managing Bank’s portfolio, focus on growing client’s personal wealth through wealth advisory.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Managed customer requests while mitigating potential risk to bank.
- Sought out appropriate management in more complex financial matters.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Bancassurance Specialist, AVP
Oversea-Chinese Banking Corp (OCBC) - Premier
01.2019 - 05.2022
- Lead and support Offshore Premier team in generating bancassurance business
- Coaching and Selling with team in meeting company's objective for Bancassurance business
- Provide ideas and sales tools in helping the team to easily understand and mastering product knowledge which eventually to boos the business result.
- Controlling and monitoring team sales process hence be inline with Company's and Singapore authority's regulation.
Head of Personal Client Solution, AVP
Citibank N.A.
04.2017 - 12.2018
- Managing people as a team to build a strong bancassurance business
- Conducting data mining with internal parties to support database to the team.
- Be creative in developing team with ideas, activities thus able to encouraging people to do beyond expectation.
- Communicated business concepts and expected functional behavior to stakeholders
National Sales Head, Sr. Manager
PT. Asuransi Jiwa Generali
04.2015 - 04.2017
- Provided strong leadership to enhance team productivity and morale in dealing business relationship to partners
- Implemented and developed operational standards, policies and procedures for seamless business process
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
Regional Business Manager, Manager
PT. AIA Financial
09.2011 - 01.2015
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Chaired weekly meetings with executive leadership to identify opportunities for improvement, establish milestones, and tailor products to individual markets.
- Designed modern employee recognition program which boosted productivity and improved morale.
- Developed initial sales roadmaps and market strategies to promote successful product launches.
Relationship Manager, Asst. Manager
HSBC
09.2010 - 08.2011
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Participated in staff meetings to discuss innovative strategies to improve services.
Insurance Specialist, Officer
HSBC
01.2009 - 09.2010
Sharia Bancassurance Team Head, Officer
PT. Asuransi Jiwa Sinarmas
03.2008 - 01.2009
Business Development Associate, Officer
PT. Asuransi Jiwa Sinarmas
03.2007 - 03.2008
Business Development Officer, Officer
PT. Bank Niaga, Tbk.
03.2006 - 03.2007
Credit Administrator, Staff
PT. Bank International Indonesia (BII)
08.2004 - 03.2006
Education
Bachelor of Science - Information Technology
BINA NUSANTARA UNIVERSITY
INDONESIANo Degree - Certified Financial Planner
BINUS EDUCATION CENTER
INDONESIANo Degree - Certified of Capital Market And Financial Advisory
SINGAPORE COLLEGE of INSURANCE
SINGAPORE01.2019
No Degree - Certified of Capital Market And Financial Advisory
INSTITUTE of BANKING AND FINANCE
SINGAPORE07.2022
Skills
- Cash Flow Projection
- Client Relationship Management
- Trend Identification and Forecasting
- Industry Best Practices
- Portfolio Management
- Customer Engagement
- Profit Target Achievement
- Hiring and Developing
- Sales Presentation
- Customer Buying Habits
- Cross-Channel Marketing
- Client Needs Assessment
Travelers and Outdoor Activities
- Passionate in exploring new places
- Backpacker travelers
- Cycling
- Hiking
Timeline
Client Advisor, VP
United Overseas Bank Ltd. - Privilege International
06.2022 - Current
Bancassurance Specialist, AVP
Oversea-Chinese Banking Corp (OCBC) - Premier
01.2019 - 05.2022
Head of Personal Client Solution, AVP
Citibank N.A.
04.2017 - 12.2018
National Sales Head, Sr. Manager
PT. Asuransi Jiwa Generali
04.2015 - 04.2017
Regional Business Manager, Manager
PT. AIA Financial
09.2011 - 01.2015
Relationship Manager, Asst. Manager
HSBC
09.2010 - 08.2011
Insurance Specialist, Officer
HSBC
01.2009 - 09.2010
Sharia Bancassurance Team Head, Officer
PT. Asuransi Jiwa Sinarmas
03.2008 - 01.2009
Business Development Associate, Officer
PT. Asuransi Jiwa Sinarmas
03.2007 - 03.2008
Business Development Officer, Officer
PT. Bank Niaga, Tbk.
03.2006 - 03.2007
Credit Administrator, Staff
PT. Bank International Indonesia (BII)
08.2004 - 03.2006
Bachelor of Science - Information Technology
BINA NUSANTARA UNIVERSITY
No Degree - Certified Financial Planner
BINUS EDUCATION CENTER
No Degree - Certified of Capital Market And Financial Advisory
SINGAPORE COLLEGE of INSURANCE
No Degree - Certified of Capital Market And Financial Advisory
INSTITUTE of BANKING AND FINANCE
Similar Profiles
JANMEJAY DASJANMEJAY DAS
Technical Lead at United Overseas Bank via HCL Pte. Ltd.Technical Lead at United Overseas Bank via HCL Pte. Ltd.
Naqiyah AzlanNaqiyah Azlan
Global Markets Structuring at United Overseas Bank Limited (UOB)Global Markets Structuring at United Overseas Bank Limited (UOB)
Prashant KumarPrashant Kumar
Application Delivery Manager/Technical Delivery Manager at United Overseas Bank (UOB), SingaporeApplication Delivery Manager/Technical Delivery Manager at United Overseas Bank (UOB), Singapore
CHRISTOPHER CODY WILKSCHRISTOPHER CODY WILKS
VP - PRIVATE CLIENT ADVISOR at JP MorganVP - PRIVATE CLIENT ADVISOR at JP Morgan
Celeste LeungCeleste Leung
Senior VP of Investments - Private Client Advisor at J.P. Morgan Wealth ManagementSenior VP of Investments - Private Client Advisor at J.P. Morgan Wealth Management