JAKARTA - CoinWorks, a neobank for the first MSMEs in Indonesia is now strengthening wealth management services for retailers, through financial consultants that have spread across various cities. With this service, CoinWorks financiers throughout Java and Bali can consult individually to help with financial decisions.
CoinWork's Chief of Wealth Management, Jonathan Bryan, explained the importance of this service.
"KoinWorks has been operating digitally since 2016 and we understand that the needs of financiers for systematic financial plans with a personal approach to achieving financial goals. In the current economic challenges, financial planning, asset management, portfolio management, and taxation management have become increasingly crucial for investors," he said, in a written statement, Friday, September 29. CoinWorks financial consultant has recognized professional certification, including financial planner certification, wealth management, to will management and heirs. With these qualifications, financial consultants have the capacity to receive financial consultations for CoinWorks financiers professionally with personal approaches.
CoinWorks' financial consulting team is fronted by Vice President (VP) of Retail Funding who handles financiers by region. Willy Sanjaya for the eastern part of Indonesia covering the Java and Bali regions has experience in finance and investment for more than 15 years by becoming an investment and funding manager. The western part of Java is currently headed by Stewart Sim, who has 15 years of experience in banking. We direct the financial decisions of the financiers according to their personal needs which are also adapted to diverse financial culture in Indonesia. In the process, we are at the same time building a mutual and long-term relationship. Our commitment is to provide transparent and user-oriented wealth management services," said Willy Sanjaya.
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