Teddy

Professional Summary Financial professional with over 12 years of experience in investment management, insurance, and financial services.

Wakil Manajer

Investasi (WMI) license holder, skilled in delivering data-driven investment strategies for retail and institutional clients. Expertise in stock trading, mutual funds, fixed income, and portfolio management, with a proven ability to optimize returns and manage risk. Passionate about leading teams, fostering sustainable financial growth, and aligning strategies with organizational goals. Proficient in English and adept at building client relationships.

Financial Advisor at PT Asuransi Jiwa BCA (2026-04 – Present)

• Promote, educate and sell BCA Life insurance product through bank partner bank branches
• Build and maintain strong, productive relationships and effective collaboration with bank staff to generate referrals, create professional networking, and drive joint business opportunities.

Premier Bancassurance Life Consultant at AIA Financial (2025-12 – 2026-03)

• Promote, educate and sell AIA Life insurance product through bank partner bank branches
• Build and maintain strong, productive relationships and effective collaboration with bank staff to generate referrals, create professional networking, and drive joint business opportunities.
• After-sales service, achieve sales targets, and regularly report sales productivity

Investment Specialist at PT BARA ALAM UTAMA (2023-08 – 2024-02)

• Conducted market analysis to identify investment opportunities for clients.
• Managed portfolios, optimizing returns based on risk profiles.

Wealth Manager at PT CORIM UNION CAPITAL (2023-01 – 2023-08)

• Advised on wealth management strategies, focusing on long-term financial goals.
• Developed customized investment plans based on technical and fundamental analysis.
• Provided timely reports to management on investment performance.

Trader Specialist at PT CORIM UNION CAPITAL (2022-02 – 2023-01)

• Executed trades and monitored market trends to maximize returns.
• Conducted risk assessments and provided clients with updated market insights.
• Collaborated with team members to enhance trading strategies.

Investmet Analyst at PT THIRD WAVE CAPITAL (2021-08 – 2021-11)

Investmet Staff at PT AJ CENTRAL ASIA RAYA (2019-12 – 2021-07)

• Assisted in managing investment portfolios and provided regular performance updates.
• Ensured accurate and timely reporting to clients and management.
• Ensured adherence to ethical standards in all financial dealings.

Senior Investment Officer at PT AYERS ASIA ASSET MANAGEMENT (2018-11 – 2019-01)

Senior Financial Services Consultant at PT PRUDENTIAL LIFE ASSURANCE (2016-04 – 2018-11)

• Advised clients on insurance and investment products to meet financial objectives.
• Built strong client relationships through personalized service and regular updates.
• Achieved sales targets through effective planning and prioritization.

Bachelor of Economics in Economics – STIE PELITA INDONESIA (2008 – 2012)