job description
Kickstart your career in financial advisory with a structured coaching program, hands-on client exposure, and a supportive team dedicated to your long-term growth. This is a unique opportunity for graduates and career switchers to enter the dynamic world of wealth management and financial planning in one of Southeast Asia’s most vibrant financial hubs.
As a Financial Advisor, you will work closely with high-net-worth clients, helping them achieve their financial goals through personalized investment strategies, insurance solutions, and retirement planning. With a competitive salary and uncapped earning potential, this role offers both financial rewards and professional development in a fast-paced, client-centric environment.
Based in the heart of Bali, you’ll enjoy a work-life balance while building a lucrative career in finance. Whether you’re a fresh graduate or transitioning from another industry, we provide the training, mentorship, and resources you need to succeed.
Responsibility
- Conduct financial needs analysis for clients to identify goals, risk tolerance, and investment preferences.
- Develop and present customized financial plans, including investment, insurance, and retirement strategies.
- Build and maintain long-term client relationships through regular follow-ups and portfolio reviews.
- Stay updated on market trends, financial products, and regulatory changes to provide informed advice.
- Collaborate with senior advisors and wealth managers to refine client strategies and expand your expertise.
- Achieve monthly and quarterly sales targets while ensuring client satisfaction and compliance with industry standards.
- Participate in training programs and workshops to enhance your financial advisory skills.
- Leverage digital tools and CRM systems to streamline client management and reporting.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field (fresh graduates welcome).
- Strong communication and interpersonal skills with the ability to build trust with clients.
- Self-motivated and results-driven with a passion for sales and client service.
- Basic understanding of financial markets, investment products, and insurance (training provided).
- Ability to work independently and as part of a team in a fast-paced environment.
- Professional demeanor with a commitment to ethical business practices.
- Willingness to obtain relevant certifications (e.g., CFP, ChFC) as part of career progression.
- Fluency in English; additional languages (e.g., Mandarin, Indonesian) are a plus.