job description
Join AXA as a Wealth Protection Specialist in the vibrant heart of Bali and embark on a rewarding career in financial advisory and risk management. This role offers a unique opportunity to help clients secure their financial future while advancing your expertise in wealth protection strategies.
As a trusted advisor, you will analyze client needs, design tailored financial solutions, and guide them through investment, insurance, and risk mitigation options. With a clear career progression path toward roles like Senior Financial Advisor or Risk Management Consultant, this position is ideal for ambitious professionals seeking growth in the banking and financial services sector.
AXA is a global leader in insurance and asset management, committed to empowering individuals and businesses to achieve long-term financial security. Based in Bali’s dynamic business hub, you’ll collaborate with a diverse team while enjoying the island’s unparalleled work-life balance.
Responsibility
- Conduct comprehensive financial assessments to identify client needs and risk exposure.
- Develop and present customized wealth protection plans, including insurance, investment, and retirement solutions.
- Educate clients on financial products, market trends, and risk management strategies.
- Build and maintain long-term relationships with high-net-worth individuals and corporate clients.
- Monitor and review client portfolios to ensure alignment with financial goals and market conditions.
- Collaborate with cross-functional teams to deliver integrated financial services.
- Stay updated on regulatory changes, industry trends, and AXA’s product offerings.
- Achieve quarterly and annual sales targets while maintaining high client satisfaction.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Minimum 2 years of experience in financial advisory, insurance, or wealth management.
- Strong understanding of financial products, including life insurance, mutual funds, and retirement plans.
- Excellent communication, negotiation, and interpersonal skills.
- Proven ability to analyze financial data and create client-centric solutions.
- Relevant certifications (e.g., CFP, ChFC, or local equivalents) are a plus.
- Proficiency in CRM tools and financial software.
- Fluency in English; additional languages (e.g., Indonesian, Mandarin) are advantageous.