Deskripsi Pekerjaan
PT Nusantara Wealth Management, a leading financial services firm in the heart of Jakarta's central business district, is seeking a highly motivated and client-focused Financial Advisor (Penasihat Keuangan) to join our elite team. You will play a crucial role in empowering our high-net-worth clients to achieve financial freedom and generational wealth through tailored, strategic financial planning.
This is an exceptional opportunity for a results-driven professional with a passion for wealth management. You will receive world-class training, cutting-edge financial tools, and a lucrative commission structure that recognizes your hard work and dedication to client success.
Why Join Us?
- 🚀 High Earning Potential: Competitive base salary plus uncapped performance bonuses.
- 📈 Career Growth: Clear pathway to Senior Advisor and Leadership roles.
- 🤝 Elite Environment: Work alongside industry veterans and certified financial planners.
- 🏆 Impactful Work: Make a real difference in your clients' lives and futures.
If you are ready to elevate your career and build a prosperous future with us, apply today and let us explore a world of possibilities, together.
Tanggung Jawab
Your Key Responsibilities:
- 💼 Conduct comprehensive financial assessments for new and existing clients to identify their financial goals, risk tolerance, and unique needs.
- 📊 Develop and present personalized financial plans encompassing investment strategies, retirement planning, tax optimization, and estate planning.
- 🤝 Build and maintain long-lasting, trust-based relationships with clients through proactive communication and regular portfolio reviews.
- 📈 Actively prospect and acquire new high-net-worth clients by leveraging networking events, referrals, and digital marketing initiatives.
- 📑 Ensure all client transactions and documentation comply with OJK regulations and internal company policies.
- 🧠 Stay ahead of market trends, economic changes, and new financial products to provide expert and timely advice.
- 🤝 Collaborate closely with internal specialists (tax, estate, insurance) to deliver holistic, integrated financial solutions.
- 📢 Participate in company events, seminars, and workshops to continuously build brand awareness and generate leads.
Kualifikasi
What We Are Looking For:
- 🎓 Bachelor's degree in Finance, Economics, Business, or a related field. A degree in Wealth Management or Financial Planning is a strong plus.
- 📜 Holds a Certified Financial Planner (CFP) license or equivalent, and/or is in the process of obtaining one.
- 📈 Minimum of 3-5 years of proven experience as a Financial Advisor, relationship manager, or wealth manager, with a demonstrable track record of meeting or exceeding sales targets.
- 💡 In-depth knowledge of financial markets, investment vehicles (equities, mutual funds, bonds, structured products), insurance, and tax regulations in Indonesia.
- 🤝 Exceptional networking, negotiation, and presentation skills with a natural ability to build rapport quickly.
- 💻 Proficiency in CRM software and financial planning tools (e.g., Bloomberg Terminal, Morningstar).
- 🧠 Strong analytical and problem-solving skills with a meticulous attention to detail.
- 🌟 A deep-rooted passion for personal finance, helping others, and a high degree of integrity and professionalism.
- 🗣️ Excellent communication skills in Bahasa Indonesia and English.