job description
Join CIMB Group Holdings Berhad, a leading financial institution in Southeast Asia, as a Financial Planning Advisor specializing in Bancassurance products. This is a unique opportunity to build a rewarding career in the dynamic financial services sector while helping clients in Baliâs premium markets (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung) secure their financial future.
In this role, you will leverage your expertise in financial planning to deliver tailored insurance and investment solutions through our banking channels. Youâll work closely with high-net-worth individuals, expatriates, and local clients to assess their needs, recommend strategic financial products, and provide exceptional advisory services. With CIMBâs strong market presence and innovative bancassurance platform, youâll have the tools and support to excel in a competitive industry.
We offer a competitive salary package, performance-based incentives, and comprehensive training to ensure your success. Whether youâre an experienced advisor or a motivated professional looking to transition into financial services, this role provides the growth, stability, and impact youâre seeking.
Responsibility
- Conduct in-depth financial needs analyses for clients to identify suitable bancassurance products (life, health, investment-linked insurance).
- Develop and present customized financial plans that align with clientsâ short- and long-term goals.
- Collaborate with banking teams to integrate insurance solutions into retail and private banking services.
- Build and maintain strong relationships with clients, ensuring high levels of trust and satisfaction.
- Stay updated on market trends, regulatory changes, and new financial products to provide accurate advice.
- Achieve and exceed sales targets for bancassurance products while adhering to compliance standards.
- Educate clients on the benefits of financial planning, risk management, and wealth protection.
- Document client interactions, recommendations, and transactions in accordance with company policies.
Qualifications
- Bachelorâs degree in Finance, Economics, Business Administration, or a related field. CFP or similar certification is a plus.
- Minimum 2 years of experience in financial advisory, insurance sales, or bancassurance (fresh graduates with strong sales acumen are encouraged to apply).
- Proven track record in client acquisition, relationship management, and meeting sales targets.
- Strong understanding of insurance products, investment vehicles, and financial regulations in Indonesia.
- Excellent communication, negotiation, and presentation skills in English (additional fluency in Bahasa Indonesia is advantageous).
- Self-motivated, results-driven, and able to work independently in a fast-paced environment.
- Proficiency in CRM tools and financial planning software is preferred.
- Willingness to travel within Bali to meet clients in key locations (Canggu, Ubud, Denpasar, etc.).