Financial Advisor

OverIT - Field Service Management; Udine; In loco; EUR 50.000 - 68.000; Tempo pieno

Descrizione del lavoro

A financial services firm in Badung Bali is seeking an experienced Financial Advisor to enhance their team. The role involves developing client relationships, conducting comprehensive financial assessments, and designing customized investment strategies. We're looking for candidates with 3-5 years of relevant experience and strong knowledge of financial planning principles. Fluency in English is required. The position offers excellent health insurance, professional development opportunities, and a collaborative team culture.

Servizi

Health and life insurance coverage

Retirement contributions

Professional development opportunities

Competenze

• 3-5 years of experience as a financial advisor in banking and financial services.
• Knowledge of financial planning principles and investment strategies.
• Fluency in English, both spoken and written.

Mansioni

• Develop and maintain client relationships through proactive financial planning.
• Conduct financial assessments to understand clients' goals and risk profiles.
• Design and implement financial strategies for clients.
• Monitor client accounts and portfolios, adjusting as needed.
• Provide sound, compliant financial advice based on industry trends.

Conoscenze

Experience in financial planning

Communication skills

Analytical skills

Proactive approach

Formazione

CFP or CFA certification

Descrizione del lavoro

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.