Financial Advisor

PT SEMER MANAJEMEN PROPERTI; Sgonico; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm is seeking an experienced Financial Advisor in Italy, Friuli-Venezia Giulia, Sgonico. In this full-time role, you will provide comprehensive financial planning and investment advisory services. The ideal candidate has 3-5 years of experience, strong knowledge of financial planning principles, and excellent communication skills. Join a dynamic team that values innovation and offers flexible work arrangements and professional development opportunities.

Servizi

Health and life insurance

Retirement contributions

Professional development opportunities

Flexible work arrangements

Competenze

• Minimum 3-5 years of experience as a financial advisor in the banking and financial services industry.
• Strong knowledge of financial planning principles and investment strategies.
• Proven ability to analyze financial data and develop customized solutions.

Mansioni

• Develop and maintain strong client relationships.
• Conduct comprehensive financial assessments.
• Design and implement customized financial strategies.

Conoscenze

Client relationship management

Financial assessment

Financial strategy development

Communication skills

Analytical skills

Formazione

Relevant financial qualifications (CFP or CFA)

Descrizione del lavoro

About the role

We are seeking an experienced Financial Advisor to join our growing team at PT SEMER MANAJEMEN PROPERTI in the Badung Bali area. In this full-time role, you will be responsible for providing comprehensive financial planning and investment advisory services to our valued clients.

What you'll be doing

• Developing and maintaining strong client relationships through regular communication and proactive financial planning.
• Conducting comprehensive financial assessments to understand clients' financial goals, risk profiles and investment preferences.
• Designing and implementing customised financial strategies and investment portfolios to help clients achieve their financial objectives.
• Monitoring client accounts and portfolios, and making adjustments as needed to adapt to changing market conditions and client needs.
• Staying up-to-date with industry regulations, trends and best practices to provide sound, compliant advice.
• Generating detailed financial plans, investment proposals and performance reports for clients.
• Collaborating with other financial professionals, such as accountants and lawyers, to deliver comprehensive financial solutions.
• Proactively identifying new business opportunities and contributing to the growth of the financial planning practice.

What we're looking for

• Minimum 3‑5 years of experience as a financial advisor or similar role in the banking and financial services industry.
• Strong knowledge of financial planning principles, investment strategies, and relevant regulations and compliance requirements.
• Excellent communication and interpersonal skills to build trust and rapport with clients.
• Proven ability to analyse financial data, develop customised solutions and present recommendations effectively.
• A self‑motivated, proactive and detail‑oriented approach to client service.
• Relevant financial qualifications, such as CFP or CFA, are highly desirable.
• English fluently spoken and written.

What we offer

• Comprehensive health and life insurance coverage.
• Generous retirement contributions and financial planning assistance.
• Opportunities for professional development and career advancement.
• Flexible work arrangements and a healthy work‑life balance.
• A collaborative and innovative team culture that values creativity and continuous improvement.

If you are a passionate and experienced financial advisor who is eager to join a dynamic and forward‑thinking team, we encourage you to apply now.