job description
Kickstart your career in financial advisory with PAG Advisory as a Student Financial Planner in beautiful Bali. This role offers a structured development path designed to equip you with the skills, knowledge, and hands-on experience needed to thrive in the dynamic world of banking and financial services.
At PAG Advisory, we believe in nurturing talent through mentorship, real-world exposure, and a supportive work environment. You’ll work alongside seasoned professionals, gaining insights into wealth management, investment strategies, and client financial planning. Whether you're a recent graduate or a student looking for a meaningful internship, this opportunity provides a solid foundation for a rewarding career in finance.
Bali’s vibrant business landscape and growing demand for financial expertise make it the perfect place to grow professionally while enjoying a high quality of life. Join us and take the first step toward becoming a trusted financial advisor.
Responsibility
- Assist senior financial advisors in developing personalized financial plans for clients, including budgeting, savings, and investment strategies.
- Conduct market research and analyze financial trends to support data-driven advisory recommendations.
- Prepare and present financial reports, projections, and client portfolios under supervision.
- Engage with clients to gather financial information, assess needs, and provide basic advisory support.
- Participate in training programs and workshops to enhance knowledge of financial products, regulations, and best practices.
- Collaborate with cross-functional teams to ensure seamless delivery of financial services.
- Maintain accurate and confidential client records in compliance with industry standards.
- Stay updated on economic developments, tax laws, and financial instruments to provide informed insights.
Qualifications
- Currently enrolled in or recently graduated from a degree in Finance, Economics, Business, or a related field.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Excellent communication and interpersonal abilities to build trust with clients.
- Proficiency in Microsoft Excel and basic financial modeling tools.
- Familiarity with financial markets, investment principles, or wealth management is a plus.
- Self-motivated with a passion for learning and a commitment to professional growth.
- Ability to work independently and collaboratively in a fast-paced environment.
- Fluency in English; additional languages (e.g., Indonesian) are advantageous.