job description
Are you a highly motivated financial professional looking to accelerate your career in a dynamic, fast-paced environment? Do you thrive in roles where your expertise directly impacts client success and business growth?
Our client, a leading financial services firm, is seeking two experienced Financial Services Consultants to join their team in Bali, Indonesia. This is a unique opportunity to work with a diverse portfolio of clients, offering tailored financial solutions while enjoying the vibrant lifestyle of one of Southeast Asia’s most sought-after destinations.
If you’re ready to break free from slow career progression and step into a role that rewards your ambition with competitive compensation, professional growth, and work-life balance, we want to hear from you.
Responsibility
- Provide expert financial consulting to high-net-worth individuals and corporate clients, delivering personalized investment, wealth management, and risk mitigation strategies.
- Develop and present comprehensive financial plans aligned with clients’ short- and long-term goals, ensuring compliance with regulatory standards.
- Build and maintain strong client relationships through proactive communication, trust, and exceptional service.
- Stay ahead of market trends, economic shifts, and financial products to offer cutting-edge advice and solutions.
- Collaborate with cross-functional teams to design and implement financial strategies that drive client satisfaction and business growth.
- Conduct financial health assessments and performance reviews, providing actionable insights and recommendations.
- Identify and pursue new business opportunities through networking, referrals, and targeted outreach.
- Ensure all financial advice and transactions adhere to local and international compliance standards.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; advanced degrees (MBA, CFA, CFP) are a plus.
- Minimum 5 years of experience in financial consulting, wealth management, or investment advisory roles.
- Proven track record of managing high-value client portfolios and achieving revenue targets.
- Strong knowledge of financial markets, investment products, and regulatory frameworks in Southeast Asia.
- Excellent analytical, communication, and presentation skills with the ability to simplify complex financial concepts.
- Proficiency in financial modeling tools, CRM software, and Microsoft Office Suite.
- Self-driven, results-oriented, and able to work independently in a fast-paced, remote or hybrid setting.
- Fluency in English; additional languages (e.g., Indonesian, Mandarin) are advantageous.