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 Bali’s thriving financial services sector, where you’ll help clients secure their financial futures through tailored insurance and investment solutions.
As part of our dynamic team, you’ll work in a collaborative environment that values innovation, integrity, and client-centric service. Whether you’re advising high-net-worth individuals, expatriates, or local businesses, your expertise will drive financial growth and stability for our diverse clientele. Bali’s vibrant expat and tourism economy offers unparalleled potential for professional development and networking.
We offer competitive compensation, comprehensive training, and career advancement opportunities within one of Asia’s most respected financial groups. If you’re passionate about finance, sales, and building long-term client relationships, this role is your gateway to success in a tropical paradise.
Responsibility
- Provide personalized financial planning and advisory services to clients, focusing on bancassurance products (life, health, and investment-linked insurance).
- Identify client needs through consultative selling and recommend suitable financial solutions to meet their short- and long-term goals.
- Build and maintain a strong client portfolio through proactive relationship management and follow-ups.
- Achieve and exceed monthly/quarterly sales targets for bancassurance products and financial services.
- Stay updated on market trends, regulatory changes, and new financial products to provide accurate and compliant advice.
- Collaborate with banking partners to cross-sell insurance and investment products to existing and new customers.
- Conduct financial literacy workshops and seminars to educate clients and prospects on wealth management strategies.
- Prepare and present detailed financial reports and proposals tailored to individual client profiles.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFP (Certified Financial Planner) or similar certification is a plus.
- Minimum 3 years of experience in financial advisory, bancassurance, or wealth management, preferably in a banking or insurance environment.
- Proven track record of meeting or exceeding sales targets in financial services.
- Strong communication and interpersonal skills with the ability to build trust and rapport with diverse clients.
- In-depth knowledge of bancassurance products, including life insurance, health insurance, and investment-linked policies.
- Familiarity with Indonesian financial regulations and compliance requirements (OJK standards).
- Proficiency in English and Bahasa Indonesia; additional languages (e.g., Mandarin, Japanese) are advantageous.
- Self-motivated, results-driven, and capable of working independently in a fast-paced environment.