Deskripsi Pekerjaan
Join WealthGuard Indonesia as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to guide high-net-worth clients toward financial independence in Indonesia's dynamic market.
Why WealthGuard? • Industry-leading training program • Cutting-edge digital advisory tools • Collaborative team culture • Performance-based incentives • Comprehensive benefits package
Tanggung Jawab
- Develop personalized financial plans aligned with client goals and risk profiles
- Conduct comprehensive portfolio reviews and optimize investment strategies
- Build and maintain relationships with HNW clients through regular consultations
- Stay updated on market trends and regulatory changes affecting financial planning
- Collaborate with cross-functional teams to deliver integrated wealth solutions
- Mentor junior advisors and contribute to team knowledge sharing
Kualifikasi
- S1 degree in Finance, Economics, or related field (S2 preferred)
- Minimum 5 years experience in financial advisory/wealth management
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
- Proven track record in client acquisition and retention
- Exceptional analytical and presentation skills in Bahasa Indonesia
- Strong understanding of Indonesian capital markets and tax regulations
- Fluent in English for international client interactions