job description
Join a dynamic and rapidly expanding Financial Services firm in Bali, specializing in wealth planning and insurance solutions for High-Net-Worth (HNW) clients. Partnering with Adecco, this role offers a unique opportunity to work in one of the world’s most sought-after destinations while delivering tailored insurance and risk management strategies to affluent individuals and families.
As an HNW Insurance Broker Consultant, you will leverage your expertise in financial services to provide customized insurance solutions, including life, health, property, and liability coverage, ensuring comprehensive protection for high-value assets. This role demands a client-centric approach, strong analytical skills, and the ability to navigate complex financial landscapes while maintaining the highest standards of professionalism.
Bali’s thriving expat and business community, combined with its vibrant lifestyle, makes this an ideal opportunity for professionals seeking career growth in a tropical paradise. Whether you're based in Canggu, Ubud, Denpasar, or the coastal hubs of Jimbaran and Nusa Dua, you’ll enjoy a rewarding career with competitive compensation and the chance to make a tangible impact on clients’ financial security.
Responsibility
- Client Consultation: Conduct in-depth needs assessments for HNW clients to identify insurance gaps and recommend tailored solutions.
- Product Expertise: Advise on a range of insurance products, including life, health, marine, aviation, and high-value asset protection.
- Portfolio Management: Develop and manage comprehensive insurance portfolios aligned with clients’ wealth preservation goals.
- Market Analysis: Stay abreast of industry trends, regulatory changes, and emerging risks affecting HNW individuals.
- Relationship Building: Cultivate long-term trust with clients through proactive communication and exceptional service.
- Underwriting Coordination: Liaise with underwriters to secure competitive terms and expedite policy issuance.
- Compliance & Documentation: Ensure all recommendations and transactions adhere to local and international financial regulations.
- Cross-Selling: Identify opportunities to integrate insurance solutions with broader wealth management services.
Qualifications
- Proven Experience: Minimum 5 years in insurance broking, financial advisory, or wealth management, with a focus on HNW clients.
- Industry Certifications: Relevant licenses (e.g., CFP, ChFC, or insurance broking certifications) are highly advantageous.
- Technical Skills: Proficiency in risk assessment tools, CRM systems, and financial modeling software.
- Client-Facing Excellence: Exceptional interpersonal and negotiation skills to engage with discerning clients.
- Analytical Mindset: Ability to interpret complex financial data and translate it into actionable insurance strategies.
- Regulatory Knowledge: Familiarity with Indonesian financial regulations and international compliance standards.
- Language Proficiency: Fluent in English; additional languages (e.g., Mandarin, Indonesian) are a plus.
- Adaptability: Comfortable working in a fast-paced, multicultural environment with a remote or hybrid setup.