Deskripsi Pekerjaan
Join our elite team of financial strategists at PT. Maju Bersama Financial Services and transform lives through wealth management excellence. We're seeking a visionary Financial Advisor to empower clients across Sumatera Utara with personalized financial solutions. Our award-winning firm combines cutting-edge fintech platforms with human-centric advisory services, creating an environment where your expertise thrives.
As a cornerstone of our Medan branch, you'll leverage our comprehensive ecosystem of investment products, insurance solutions, and retirement planning tools to build lasting client relationships. We provide continuous professional development, competitive commission structures, and access to our proprietary analytics platform.
Tanggung Jawab
- Develop comprehensive financial plans aligning client goals with market opportunities
- Cultivate and maintain high-net-worth client portfolio through strategic relationship management
- Analyze market trends and regulatory changes to optimize investment strategies
- Conduct financial literacy workshops for corporate and individual clients
- Collaborate with cross-functional teams to deliver integrated wealth solutions
- Maintain compliance with OJK regulations and ethical advisory standards
- Utilize CRM systems to track client progress and pipeline management
Kualifikasi
- S1 degree in Finance, Economics, or Business Administration (S2 preferred)
- Minimum 3 years experience in financial advisory or wealth management
- Valid Sertifikasi Kompetensi Penasihat Keuangan (SKPK) certification
- Proven track record in client acquisition and retention
- Advanced proficiency in financial planning software and market analysis tools
- Exceptional communication skills in Bahasa Indonesia and English
- CFA or CFP certification strongly preferred
- Deep understanding of Indonesian capital markets and regulatory landscape