Indonesia Job Openings
JagaKeuangan.com
Financial Advisor
Surabaya
FULL TIME
September 2, 2024
- Conduct comprehensive financial assessments to understand clients’ financial goals, risk tolerance, and investment preferences.
- Develop and implement tailored financial plans that encompass investment strategies, retirement planning, tax optimization, and risk management.
- Educate clients on financial products and services, including insurance, investment options, and estate planning.
- Monitor and review clients' financial plans and portfolios, making adjustments as needed to align with changing goals or market conditions.
- Build and maintain strong client relationships through regular meetings, updates, and ongoing support.
- Stay informed about industry trends, economic developments, and regulatory changes to provide up-to-date advice.
- Achieve performance targets and business development goals through proactive client acquisition and retention strategies.
- Experience: Proven experience in financial planning, investment advising, or related financial services.
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Certification: Relevant certifications such as CFP (Certified Financial Planner) are preferred.
- Skills: Strong analytical, communication, and interpersonal skills.
- Knowledge: Deep understanding of financial products, market trends, and regulatory requirements.
"Please be aware of the Fraud Company. The company will never be collecting any payment in the process of interview. Please immediately report to us if there's any companies that collecting payment to the Jobseekers."
New Job Alerts
PT Fajar Gelora Inti
Accounting and Tax Specialist
Jakarta
FULL TIME
November 15, 2024
View Job Description
Kompas Gramedia
Sales Mandarin, PT. Dyandra Promosindo
Jakarta
FULL TIME
November 15, 2024
View Job DescriptionLooking for similar job?
EY
FSRM (Financial Service Risk Management) Junior Consultant
Jakarta
September 2, 2024
View Job Description
上海冰鉴信息科技有限公司
Sales director(Financial industry)
Jakarta
FULL TIME & CONTRACT
August 29, 2024
View Job DescriptionJagaKeuangan.com
Personal Financial Consultant
Malang
FULL TIME
September 2, 2024
View Job DescriptionVplus Platinum 8 (Sona Topas Tower)
Financial Consultant Officer
Jakarta
FULL TIME
September 13, 2024
View Job DescriptionSee What’s New: JagaKeuangan.com Job Opportunities
JagaKeuangan.com
Insurance Sales Representative
Surabaya
FULL TIME
September 2, 2024
View Job DescriptionJagaKeuangan.com
Wealth Management Consultant
Surabaya
FULL TIME
September 2, 2024
View Job DescriptionJagaKeuangan.com
Personal Financial Consultant
Malang
FULL TIME
September 2, 2024
View Job DescriptionNew Job Alerts
PT Fajar Gelora Inti
Accounting and Tax Specialist
Jakarta
FULL TIME
November 15, 2024
View Job Description
Kompas Gramedia
Sales Mandarin, PT. Dyandra Promosindo
Jakarta
FULL TIME
November 15, 2024
View Job Description