Deskripsi Pekerjaan
Join Intrias Mandiri Sejati as a Treasure Wealth Associate and become a cornerstone of our dynamic wealth management team. This unique opportunity allows you to build meaningful client relationships while providing expert financial solutions tailored to high-net-worth individuals in Bandung. You'll work in a collaborative environment where your analytical skills and customer-centric approach will drive exceptional service and portfolio growth. Our comprehensive training program ensures you develop expertise in investment strategies, risk assessment, and regulatory compliance. This contract position offers a pathway to expand your career in Indonesia's thriving financial sector while making tangible impacts on clients' financial futures. If you're passionate about finance and excel in relationship-building, this role is your gateway to professional excellence in wealth management.
Tanggung Jawab
- Develop and maintain strong client relationships through personalized financial consultations
- Analyze client financial profiles to recommend suitable investment products and services
- Execute wealth management strategies aligned with clients' long-term financial goals
- Monitor market trends and regulatory changes to ensure compliance and optimal advice
- Collaborate with senior advisors to design comprehensive portfolio solutions
- Prepare detailed financial reports and performance analyses for client reviews
- Identify cross-selling opportunities to enhance client portfolio diversification
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 2 years experience in wealth management or financial advisory roles
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and interpersonal skills in Bahasa Indonesia and English
- Relevant certifications (e.g., CFA, CFP) or willingness to pursue
- Proven track record in achieving sales targets and client satisfaction
- Deep understanding of Indonesian financial markets and regulatory frameworks