Ricky Kurniadi

Experience

• 

  DBS Bank Indonesia

  Nov 2012 - Apr 2014

  Special Asset Management Staff

  - Manage Non-performing Loan clients (corporate/commercial)- Handling end to end client transaction- Handling end to end Debt Disposal/Settlement- Consolidate regulatory reporting to regulator and internal- Built a good relationship with external parties and as well stake holder accross the bank- Monitoring potential weak account (corporate/commercial)

• 

  FWD Insurance

  May 2014 - May 2017

  - Investment Portfolio Management- Money Market and Fixed Income Dealer & Trader- Performing Investment Treasury Function- Insurance Link Product Development- Capital Market & Macro Economy Analyst - Managing Company Investment Portfolio focusing on Money Market, Fixed Income & Mutual Fund Instrument- Managing company cashflow liquidity and Treasury Management- Insurance Link Product (Unit-Link ) Development - Macro Economic and Capital Market Analysis - Mutual Fund Trading and Analysis - Asset Liability Management (ALM) - Managing Company Investment Portfolio focusing on Money Market Instrument- Mutual Fund Trading and Analysis- Managing company's cashflow liquidity - Macro Economic and Capital Market Analysis- Develop SOP related to Investment

  • Investment Supervisor

    Mar 2017 - May 2017

  • Senior Officer Investment

    Sept 2015 - Mar 2017

  • Officer Investment

    May 2014 - Sept 2015
• 

  PT RHB Asset Management Indonesia

  May 2017 - Aug 2019

  AVP - Investment Sales & Marketing

  • Maintaining & Developing Relationship with Bank Partners (Wealth Management Division) and Non Bank APERD as well as HNW Individuals• Mutual Fund & Structured Product Development • Provide Regularly / ad hoc services (Macro Economy, Capital Market Update & Product Update)

• 

  PT. Bank QNB Indonesia Tbk

  Sept 2019 - now

  • Management and development Wealth Management focusing on Investment Products• Initiating strategies Wealth Management Investment business• Supervising portfolio and product management for Wealth Management - Investment Products• Ensuring Wealth Management Investment products and business processes comply with prevailing regulations • Management and development of Liabilities and Wealth Management products• Initiating strategies for Liabilities/Funding and Wealth Management business• Overseeing portfolio and product management for Liabilities/Funding of retail customers• Supervising portfolio and product management for Wealth Management products• Ensuring Liabilities/Funding and Wealth Management products and business processes comply with prevailing regulations • Wealth Management Product (Investment and Bancassurance) Development and Management• Develop Strategy to penetrate and increase Wealth Management Business along with revenue generation from respective wealth management product (Bancassurance, Mutual Fund & Retail Bonds)• To ensure Wealth Management Product Sales Process in accordance with Prevailing Regulation

  • VP - Investment Team Leader

    Jul 2024 - now

  • VP - Product Development Wealth & Retail Products Head

    Apr 2022 - Jun 2024

  • AVP - Act. Product Development Wealth & Retail Products Head

    Oct 2021 - Mar 2022

  • AVP - Wealth Management Product Manager

    Sept 2019 - Sept 2021