Maesa Consulting's

Services

Our services are here to help businesses grow, improve competencies, and achieve the best results.

What We Offer

Transforming Business Finances with Expert Solutions.

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Consultancy Service

Strategic Management, Marketing Management, Corporate Business Model.

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Advisory Services

Providing expert guidance to help organizations make informed decisions, optimize performance, and navigate complex business challenges.

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Learning & Talent Development Services

Customized Talent Development, Certification in Wealth Management, Preparation for WAPERD Exams.

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Industry Expert & Subject Expert

Delivering trusted industry insights and subject-matter expertise to support informed, strategic decisions.

Solusi Keuangan Strategis untuk Bisnis yang Berkelanjutan

Kami membantu Anda merancang strategi keuangan yang tepat guna memperkuat bisnis dan mencapai tujuan dengan lebih efektif.
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Experts to Support Your Business Growth
Consultancy Services
  1. Feasibility Study for Wealth Management Business

  2. Development of Wealth Management Business

  3. Development of Competency Standard & Learning Curriculum

  4. Development of Wealth Management Product (Investment & Bancassurance)

  5. Development of Sales Performance Management

  6. Development of Sales Activity Management

  1. Development of General Agency Distribution in Life Insurance
  2. Development of Bancassurance / Partnership Development
  3. Development of Standard Operating Procedure (SOP) for Investment Division
  4. Development of Retail Banking Competency Standard
Advisory Services
  1. Corporate Financial Advisor
  2. Development of Financial Model
  3. Debt Restructuring
Learning & Talent Development Services
  1. Wealth Management Certification (in cooperation with Certified Wealth Management Association / CWMA)
  2. Certified Wealth Manager (CWM®) Program
  3. Associate Wealth Manager (AWM®) Program
  4. Affluent Banking Manager (ABM) Program
  5. Global Executive Education Program in Wealth Management
  6. Certifying Professional Development (CPD) in Wealth Management
  7. Capital Market Representative Certification & Licensing (in Cooperation with LKP – PWM)
  8. Preparation for WPPE – FI Certification & Licensing
  9. Preparation for WAPERD Certification & Licensing
  1. Wealth Management for Executives
  2. Wealth Management for Trusted Advisor
  3. Wealth Management for Mass-Affluent Development Program
  4. Wealth Management for Product Specialist
  5. Essentials in Wealth Management
  6. Capability Development by roles
  7. Preparing Relationship Manager
  8. Preparing for Retirement
  9. Wealth Management Workshop for Employees
  10. Managing Financial Planning
  11. Internship Program
  12. Other Customized Program Based on Company’s Need
Industry Expert & Subject Expert
  1. Corporate Events
  2. Customer Gathering Events
  3. Special Customized Events