job description
Are you passionate about finance and eager to build a rewarding career in one of the world's most vibrant locations? Elson Wong & Associates is seeking dynamic Financial Consultants to join our growing team in Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung).
At Elson Wong & Associates, we believe in listening to your career aspirations and understanding your professional goals. As a Financial Consultant, youâll enjoy a challenging yet exciting career where you can make a real impact while working in a supportive and collaborative environment. Baliâs unique blend of professional opportunities and lifestyle perks makes it the perfect place to grow your career in financial services.
In this role, youâll have the opportunity to:
- Build long-term relationships with clients and provide tailored financial solutions.
- Develop comprehensive financial plans, including investments, insurance, and wealth management strategies.
- Stay ahead of industry trends and regulatory changes to offer cutting-edge advice.
- Work with a diverse clientele, from individuals to businesses, helping them achieve financial security.
- Enjoy a competitive compensation package, including performance-based incentives.
If youâre a motivated professional with a passion for finance and a desire to thrive in a dynamic environment, weâd love to hear from you. Join us in Bali and take the next step in your career with Elson Wong & Associates!
Responsibility
- Conduct in-depth financial needs analyses for clients to identify their short-term and long-term goals.
- Develop and present customized financial plans, including investment strategies, risk management, and retirement planning.
- Build and maintain strong client relationships through regular follow-ups and proactive communication.
- Stay updated on financial products, market trends, and regulatory changes to provide accurate and relevant advice.
- Collaborate with internal teams to ensure seamless delivery of financial solutions and exceptional client service.
- Achieve and exceed sales targets while maintaining compliance with industry standards and company policies.
- Educate clients on financial literacy and empower them to make informed decisions about their financial future.
- Participate in networking events and community initiatives to expand the companyâs client base and brand presence.
Qualifications
- Bachelorâs degree in Finance, Economics, Business, or a related field (or equivalent experience).
- Minimum of 2-3 years of experience in financial consulting, wealth management, or a similar role.
- Strong understanding of financial products, including investments, insurance, and retirement planning.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Certifications such as CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), or equivalent are a plus.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- Fluency in English; additional languages (Bahasa Indonesia, Mandarin, etc.) are an advantage.