Ricky Wennars
About Ricky Wennars
Ricky Wennars serves as the Assistant Vice President Investment Product Expert at HSBC, where he has worked since 2019. With a background in finance and extensive experience in investment product management, he specializes in assisting high net worth clients in managing their investment portfolios.
Work at HSBC
Ricky Wennars has been employed at HSBC since 2016, initially serving as Manager Product Expert Investment until 2019. He transitioned to the role of AVP Investment Product Expert, where he has worked for five years in the Medan Area of North Sumatera, Indonesia. In his current position, he assists Relationship Managers in understanding customer needs and aligning them with suitable investment products. He also provides market updates to the sales force to improve their awareness of current market conditions.
Previous Experience in Banking
Before joining HSBC, Ricky Wennars worked at PermataBank as Branch Manager from 2011 to 2016, gaining five years of experience in the Medan Area. He also held the position of Business Relationship Manager at DBS Bank from 2007 to 2011 for four years. Earlier in his career, he worked as a Portfolio Manager at PT Trijaya Pratama Futures for seven months in 2007. This diverse background in banking has equipped him with the skills necessary to manage high net worth customers and their investment portfolios.
Education and Expertise
Ricky Wennars earned a Bachelor of Business Administration (BBA) degree from Monash University, where he studied Marketing and Economics from 2003 to 2007. His educational background provides a solid foundation for his expertise in investment products and customer relationship management. This academic experience complements his professional roles, allowing him to effectively address the needs of high net worth clients.
Specialization in Investment Management
Ricky Wennars specializes in managing high net worth customers, focusing on balancing their investment portfolios according to individual needs. His role involves understanding customer requirements and providing tailored investment solutions. This specialization is supported by his extensive experience in various banking roles, enabling him to navigate complex investment landscapes effectively.