Deskripsi Pekerjaan
Join our elite team at WealthMandari Indonesia and transform lives through strategic financial planning. We're seeking a visionary Financial Advisor to guide high-net-worth clients toward their wealth goals in Indonesia's dynamic market. Enjoy uncapped commission structures, premium training programs, and a culture of excellence.
As a cornerstone of our client success team, you'll leverage cutting-edge financial technologies while building lasting relationships. We offer industry-leading benefits including performance bonuses, health insurance, and flexible work arrangements for top-tier professionals.
Tanggung Jawab
- Develop comprehensive financial plans aligned with client goals, risk tolerance, and market conditions
- Build and maintain relationships with high-net-worth individuals through personalized consultations
- Analyze market trends and economic indicators to provide actionable investment recommendations
- Coordinate with legal/tax specialists for holistic wealth management solutions
- Conduct regular portfolio reviews and rebalancing strategies
- Implement digital marketing strategies to expand client acquisition channels
- Maintain compliance with OJK regulations and ethical financial practices
Kualifikasi
- S1 degree in Finance, Economics, or Business with minimum GPA 3.2
- Certified Financial Planner (CFP) or S1 Pengelolaan Keuangan certification
- Minimum 3 years experience in financial advisory/wealth management
- Proven track record in client relationship management
- Advanced proficiency in financial analysis software (e.g., Bloomberg, Refinitiv)
- Fluent in Bahasa Indonesia with strong English communication skills
- Exceptional presentation skills with ability to simplify complex concepts