job description
Build a rewarding career with Abdullah Associates as a Wealth Planner - Sales Advisor in the heart of Baliās most vibrant locations. This is your opportunity to join a dynamic financial services team where your success is directly tied to your effort and ambition.
Enjoy uncapped earnings, performance-based bonuses, rapid career progression, and long-term financial security through legacy-building opportunities. Whether you're an experienced financial advisor or a motivated professional looking to transition into wealth management, this role offers the tools, training, and support to thrive in the high-growth banking and financial services sector.
Based in Baliās premium areasāCanggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badungāyouāll work with a diverse clientele, helping them achieve their financial goals while securing your own future. With a competitive base salary and limitless commission potential, this role is ideal for results-driven individuals who excel in relationship-building and strategic financial planning.
Responsibility
- Develop and maintain strong client relationships to understand their financial needs and goals.
- Provide personalized wealth management solutions, including investment, insurance, and retirement planning.
- Achieve and exceed monthly/quarterly sales targets through proactive client acquisition and retention strategies.
- Conduct financial assessments and present tailored financial plans to high-net-worth individuals.
- Stay updated on market trends, financial products, and regulatory changes to offer expert advice.
- Collaborate with cross-functional teams to ensure seamless client onboarding and service delivery.
- Leverage digital tools and CRM systems to track client interactions and sales performance.
- Participate in training and development programs to enhance financial advisory skills.
Qualifications
- Bachelorās degree in Finance, Business, Economics, or a related field (or equivalent experience).
- Proven sales or client-facing experience, preferably in banking, insurance, or financial services.
- Strong communication, negotiation, and interpersonal skills.
- Self-motivated with a results-driven mindset and a passion for financial planning.
- Ability to work independently and as part of a team in a fast-paced environment.
- Familiarity with financial products (e.g., mutual funds, life insurance, unit trusts) is a plus.
- Proficiency in English; additional languages (e.g., Indonesian, Mandarin) are advantageous.
- Willingness to travel within Bali to meet clients as needed.