Financial Advisor

PT Heritage Amanah International; Jakarta Utara; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading financial services provider in South Jakarta is seeking a Financial Advisor to help clients achieve their financial goals. The role involves developing tailored financial plans, providing investment advice, and maintaining client relationships. Candidates should possess experience in financial advisory and relevant qualifications such as CFP or CFA. Competitive salary and professional development opportunities are offered.

Benefits

Competitive salary

Performance-based bonuses

Health insurance

Ongoing training and development

Qualifications

• Proven experience as a Financial Advisor or in a similar role.
• Strong knowledge of financial planning and investment principles.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop comprehensive financial plans tailored to clients.
• Analyse clients' financial situations and make recommendations.
• Meet clients regularly to review and adjust financial plans.
• Identify new business opportunities to expand client base.

Skills

Financial planning

Investment management

Communication

Customer-centric mindset

Analytical skills

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Job description

About the role

Join PT Heritage Amanah International as a Financial Advisor and play a key role in helping our clients achieve their financial goals. As a Financial Advisor, you will be responsible for providing personalised financial planning and wealth management services to our growing client base in the South Jakarta Jakarta area. This is a full-time position with the opportunity to build a rewarding career in the financial services industry.

What you'll be doing

• Develop comprehensive financial plans tailored to each client's unique needs and objectives
• Analyse clients' financial situations and make recommendations on investments, insurance, retirement planning, and other financial products
• Meet with clients regularly to review their financial plans and make adjustments as needed
• Stay up-to-date with market trends, regulatory changes, and new financial products to provide the best possible advice to clients
• Proactively identify new business opportunities and expand your client base through networking and referrals
• Maintain detailed records and comply with all relevant financial regulations and compliance requirements

What we\'re looking for

• Proven experience as a Financial Advisor or a similar role in the financial services industry
• Strong knowledge of financial planning, investment management, and wealth management principles
• Excellent communication and interpersonal skills to build trust and rapport with clients
• Ability to analyse complex financial information and translate it into clear, actionable recommendations
• A customer-centric mindset and a genuine desire to help clients achieve their financial goals
• Relevant financial qualifications, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation

What we offer

At PT Heritage Amanah International, we are committed to providing our employees with a supportive and enriching work environment. As a Financial Advisor, you\'ll have access to ongoing training and professional development opportunities to enhance your skills and knowledge. We also offer a competitive salary, performance-based bonuses, and a range of employee benefits, including health insurance.

About us

PT Heritage Amanah International is a leading provider of financial planning and wealth management services in South Jakarta Jakarta. Our mission is to help our clients achieve their financial goals and secure their financial futures. With a team of experienced and dedicated professionals, we pride ourselves on delivering personalised, high-quality service and tailored solutions to meet the unique needs of each client. Join us and be part of a dynamic and growing organisation that values innovation, integrity, and a commitment to excellence.

Apply now to become a Financial Advisor at PT Heritage Amanah International.

Application questions

• What\'s your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years\' experience do you have as a financial adviser?
• How many years\' experience do you have as a Financial Planner?