job description
Join Intrias Mandiri Sejati as a Treasure Wealth Associate (TWA) and embark on a rewarding career in the financial services sector. This role offers a unique opportunity to work in Bali's vibrant financial landscape, assisting clients in managing their wealth and achieving their financial goals. As a TWA, you will be at the forefront of delivering personalized financial solutions, ensuring client satisfaction, and contributing to the growth of our esteemed organization.
We are looking for dynamic individuals who are passionate about finance and possess excellent interpersonal skills. This contract position is ideal for those seeking to gain valuable experience in wealth management while enjoying the serene and inspiring environment of Bali.
Responsibility
- Provide personalized financial advice and wealth management solutions to clients.
- Assist clients in understanding various investment products and services.
- Conduct financial assessments and develop tailored financial plans.
- Maintain and update client records and financial portfolios.
- Collaborate with the financial planning team to ensure client needs are met.
- Stay updated with market trends and financial regulations.
- Build and maintain strong client relationships through regular communication.
- Participate in team meetings and training sessions to enhance financial knowledge.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Proven experience in financial services, wealth management, or a similar role.
- Strong understanding of financial products and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to analyze financial data and provide sound advice.
- Proficiency in financial software and tools.
- High level of integrity and professionalism.
- Willingness to work in a contract-based role.