Senior Financial Consultant - Wealth Management & Retirement Planning
Income Insurance Limited · 📍 Kuta, Badung, Bali · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25,000,000 - 45,000,000
Income Insurance Limited is seeking a highly skilled and experienced Senior Financial Consultant to join our Wealth Management & Retirement Planning team in Kuta, Bali. This role offers an exciting opportunity to work with a diverse client base and contribute to their financial well-being. We are looking for a professional who is passionate about financial planning and has a strong understanding of the Indonesian market.
As a Senior Financial Consultant, you will be responsible for providing expert financial advice and solutions to our clients. You will work closely with our team to ensure that our clients' financial goals are met and exceeded. This role offers a competitive salary and a range of benefits, including health insurance, retirement benefits, and professional development opportunities.
If you are a highly skilled and experienced financial consultant with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
📋 Tanggung Jawab Pekerjaan
Tanggung Jawab:
Provide financial advice and solutions to clients in the Wealth Management & Retirement Planning segment.Develop and implement financial plans for clients, taking into account their unique needs and goals.Conduct market research and stay up-to-date with the latest financial trends and regulations.Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty.Train and mentor junior team members to ensure the continued success of the team.Collaborate with cross-functional teams to ensure the smooth delivery of financial products and services.Attend industry conferences and networking events to build professional relationships and expand the team's knowledge base.Provide regular reports and presentations to senior management on the team's performance and market trends.🎓 Kualifikasi & Syarat
Kualifikasi:
Bachelor's degree in Finance, Accounting, Economics, or a related field.Minimum of 5 years of experience in financial consulting, particularly in the Wealth Management & Retirement Planning segment.Strong understanding of Indonesian financial regulations and market trends.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.Proven track record of success in achieving financial goals for clients.Proficiency in English and Bahasa Indonesia.Certification in financial planning or a related field is a plus.Experience working in a fast-paced, dynamic environment is a plus.🛠️ Keahlian
Financial planningWealth managementRetirement planningClient relationship managementMarket researchRegulatory knowledgeCommunication skillsLeadership skillsTeamwork skillsTime management skills
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