Hybrid Junior Financial Advisor | Mentorship & Growth

Pt Axa Mandiri Financial Services; Jawa Barat; Hybrid; IDR 60,000,000 - 90,000,000; Full time

Benefits offered by this job

Competitive salary

Performance-based incentives

Comprehensive benefits package

Extensive training and mentorship

Job summary

Our client in Depok, West Java, is seeking a Junior Financial Advisor to join their advisory team. This hybrid role blends office client interaction with flexible remote work, offering an entry point into Banking & Finance and opportunities for personalized financial planning with senior guidance.

The position focuses on developing client relationships, understanding financial goals, and crafting tailored strategies to help clients achieve financial security and growth, in a collaborative team

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Strong interest in personal finance, investment management, and Banking & Finance industry.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented with strong organizational and time management abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work collaboratively within a team and independently.
• Willingness to obtain relevant certifications (e.g., OJK licenses) as required for the role.
• Eagerness to learn and adapt in a dynamic financial environment.
• Basic understanding of financial planning software is a plus.

Responsibilities

• Assist senior financial advisors in developing and presenting financial plans to clients.
• Conduct research on investment products, market trends, and economic conditions.
• Onboard new clients, gathering necessary financial information and documentation.
• Monitor client portfolios and provide regular updates on performance.
• Respond to client inquiries and provide exceptional customer service.
• Support marketing and business development initiatives.
• Ensure all client interactions and recommendations comply with industry regulations and company policies.
• Continuously expand knowledge of financial planning strategies and products.

Skills

Excellent communication

Interpersonal skills

Presentation skills

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Microsoft Office Suite

Job description

Our client in Depok, West Java, is seeking a Junior Financial Advisor to join their advisory team. This hybrid role blends office client interaction with flexible remote work, offering an entry point into Banking & Finance and opportunities for personalized financial planning with senior guidance.

The position focuses on developing client relationships, understanding financial goals, and crafting tailored strategies to help clients achieve financial security and growth, in a collaborative team