Yufen Kendri Wealth Advisor Jakarta Indonesia

areas of expertise
  • Business transformation
  • Restructuring and turnaround
  • Integration
  • Growth strategy
  • M&A transaction support
  • MBA, Rotterdam School of Management, Erasmus University
  • BS, engineering, Technical University of Denmark
  • MBA, Rotterdam School of Management, Erasmus University

Yufen Kendri brings over 17 years of experience in the global markets to his new role as a Wealth Advisor at Balfour Capital Group. His journey in the financial sector began with a solid foundation in Economics Management, earning his Bachelor’s Degree from Tarumanagara University, Indonesia, in August 2007. Yufen’s career took off immediately after graduation, when he joined PT Dima Indonesia as a Personal Assistant to the National Key Account Manager. Here, he honed his skills in sales performance analysis and reporting, setting the stage for his future in the banking and financial services industry.

Yufen Kendri’s depth of experience, strategic insight, and dedication to client success make him an exemplary Wealth Advisor

March 2008 marked the beginning of Yufen’s extensive career in banking, starting with PT Bank Mega Tbk. as a Personal Relationship Officer. In this role, he excelled at maintaining and expanding the portfolio of priority banking customers through strategic reporting and fund management strategies. His knack for strategic planning and customer relationship management led him to PT Memoire Worldwide in April 2010, where he served as a Marketing Manager. Yufen’s ability to drive sales growth, maintain customer loyalty, and explore new markets significantly contributed to the company’s success.

In February 2011, Yufen returned to the banking sector, joining PT Bank OCBC NISP as a Senior Personal Financial Consultant. Here, he continued to specialize in priority banking, further developing his skills in portfolio management and strategic fund growth. His leadership and strategic planning skills were further recognized in February 2012, when he became the Branch Manager at PT Bank Danamon. Under his guidance, the branch saw significant growth in its privilege banking customer portfolio and an increase in savings and deposit funds through strategic product offerings like Bancassurance and Mutual Funds.

Since May 2018, Yufen has been shaping the futures of his clients as a Portfolio Manager at PT Sentratama Investor Berjangka. In this role, he meticulously determines the appropriate level of risk for clients based on various factors, ensuring their investment needs are met with personalized strategies. His proven track record of success in portfolio management, strategic planning, and customer relationship management positions him as a valuable asset to Balfour Capital Group. Yufen Kendri’s depth of experience, strategic insight, and dedication to client success make him an exemplary Wealth Advisor, ready to contribute to the growth and success of Balfour Capital Group and its clients.

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