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Organisation Structure

We are Analysts, Educators and Creators.

Our team has extensive experience in private banking, investment, e-learning, on site learning, and in house learning content development. through partnership with the Global and Local Banking Assurance & Finance Society, we have access to a spacious network of supporters, partners, and companies in different markets across the International and Local.

IBC & PBI Corporates Partners:

  • CREDIT AGRICOLE WW
  • LAG Banking Risktech Insurance Indonesia
  • LAG Real Estate Title & Development 
  • ING Life
  • ALLIANZ WW
  • The Institute of Actuaries of Australia
  • The Institute of Actuaries of European Union
  • The Institute of Actuaries of UK
  • The Society of Actuaries of USA
  • CIMB Bank
  • Bank BNI
  • Astra Colonial Mutual Group Life 
  • Panin Bank
  • Equity Life Assurance
  • Maskapai Reasuransi Indonesia Tbk
  • Heksa Insurance
  • Hanwha Life Assurance
  • MNC Life Assurance
  • BCA Finance
  • INDOSURYA Finance
  • EURODAVID Consulting
  • Mira Life Assurance
  • Bumiputera Life Assurance
  • Indrapura Life Assurance

Advisors & Founders:

• Markus Bernhard, CPB®., CWB®., CIB®., BPE & Founder | BANKING RISKTECH INSURANCE CONSULTING GERMANY | LAG CREDIT AGRICOLE ALLIANZ GROUP 

• Delima Erika H., CPB®., CWB®. (+), BPE & Founder | LAG CREDIT AGRICOLE ALLIANZ GROUP    

• Ricky Leonard, CPB®., CWB®., FSAI., CIB®., WAPERD., AAAIJ., BPE & Founder | LAG CREDIT AGRICOLE ALLIANZ GROUP  

• D. Parlindungan, SH., CPB®., CWB®. CIB®., BPE & Founder | LAG CREDIT AGRICOLE ALLIANZ GROUP 

• Stephanie Dausque, CPB®., CWB®., FSAM., FIdA., CIB®., BPE & Founder | LAG CREDIT AGRICOLE ALLIANZ GROUP 

 

Board of Chairmans:

• Hendra Mohariz, CPB®., CWB®. Chairman & Founder | BCA Finance

• Arief Firmansyah M., CPB®., CWB®. Vice Chairman & Founder | Independent Private Banker

  Strategic Partnerships 

• Dina Prasanti, CPB®., CWB®. Vice Chairman & Founder | Eurodavid Consulting

  Organization Development   

• Satria Arief, CPB®., CWB®. Vice Chairman & Founder | Eurodavid Consulting

  Research, Education and Syariah 

• Andri Dafian, CPB®., CWB®. Vice Chairman & Founder | Independent Private Banker

  Organization Membership 

• Derry Daniel, CPB®., CWB®. Vice Chairman & Founder | Independent Private Banker

  Professional Standard and Ethics 

• Lewi Mutiara, CPB®., CWB®. Vice Chairman & Founder | Independent Private Banker | DANAMON Bank  

  Public Relations   

• Andrian Lubis, CPB®., CWB®. Vice Chairman & Founder | Independent Private Banker    

  Law & Advocation

• S. Esivanya, CPB®., CWB®., WAPERD. Vice Chairman & Founder | CREDIT AGRICOLE WW | LAG® Corporate & Investment Banking WW | RLJ Risk Management Indonesia & Actuarial   

  Chief Treasury 

 

Division of Strategic Cooperations:           

  • Melati Tanjung, CPB®. | RAYWHITE | CAR Life Insurance     
  • Eni Sundari, CPB®. | INDEPENDENT Private Banker                 

Division of Organisation Development:            

  • Julio Manopo, CPB® | Independent Private Banker      
  • Ibnu Hasyim, FSAI., CPB® | AVRIST Life Insurance      
  • Devit Rizal, FSAI., CPB®. | BNI Life Insurance   
  • Erika Damayanti, FSAI., CPB®. | GENERALI Life | COMMONWEALTH Life Insurance                      

Division of Trainers, Education & Syariah:

  • Vera Variha, FSAI., CPB®. | EQUITY Life | HEKSA Life | NUSANTARA Life Insurance
  • Raymunda Norita, FSAI., CPB®. | MANULIFE Financial | Independen Private Banker
  • Tetty Pratiwi, ASAI., CPB®. | WILLIS TOWERS WATSON | RLJ Management Consulting & Actuarial | KKA Gede & Rekan 
  • Tju Cunardi, FSAI., CPB®. | AVRIST Life Insurance | KKA Sienco & Rekan        

Division of Organisation Membership:    

  • Tary Yulianingrum, CPB®. | RLJ Risk Management Indonesia & Actuarial        

Division of Professional Standar & Ethic:   

  • Yanti Renaldy, CPB®. | INDEPENDENT Private Banker        

Division of Public Relations 

  • Desy Sitaroza, CPB®. | RLJ Risk Management Indonesia & Actuarial

Division of Law Advocation

  • Nazriel Aditya, CPB® | INDEPENDENT Private Banker  

PBI INSTITUTE (PBI ASSOCIATION) is independent national and international certification, education, training, research & development institute for PRIVATE BANKERS (MONEY MANAGERS), WEALTH BANKERS, and INVESTMENT BANKERS. PBI INSTITUTE was establish effective 21 Sepember 2018 with Inauguration Ceremony in Headquarter LIAT TOWER Singapore and in Secretariat OFFICE 8 TOWER Jakarta. ALLIANZ
Detail

PBI INSTITUTE
PT. Haan Leontama
OFFICE 8 TOWER Lantai 18 A SCBD SUDIRMAN Jl. Jend. Sudirman Kav. 52-53
Jakarta Selatan, 12190
DKI Jakarta - Indonesia
(021) 29608061
628111996769
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