Deskripsi Pekerjaan
Join Intrias Mandiri Sejati as a Treasure Wealth Associate and embark on a rewarding career in wealth management. Based in the vibrant city of Denpasar, Bali, you'll play a pivotal role in helping clients achieve their financial goals through personalized advisory services. This position offers the unique opportunity to work within Indonesia's dynamic financial sector while leveraging Bali's thriving business environment. You'll collaborate with experienced professionals to develop tailored wealth strategies, conduct market analysis, and maintain strong client relationships. The role provides comprehensive training and growth opportunities for individuals passionate about financial services and client-centric solutions. If you're seeking a contract position that combines financial expertise with client engagement, this role is your gateway to professional excellence in wealth management.
Tanggung Jawab
- Develop and implement personalized wealth management strategies for high-net-worth clients
- Conduct comprehensive financial needs analysis and provide tailored investment solutions
- Build and maintain long-term client relationships through regular consultations and reviews
- Monitor market trends and financial products to optimize client portfolios
- Prepare detailed financial reports and performance summaries for client presentations
- Collaborate with cross-functional teams to ensure seamless service delivery
- Meet and exceed sales targets while maintaining compliance with financial regulations
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 1-2 years experience in wealth management or financial advisory services
- Strong knowledge of financial markets, investment products, and regulatory frameworks
- Excellent communication and interpersonal skills with client-facing experience
- Proficiency in financial analysis tools and CRM software
- Certification in financial planning (e.g., CFP, CFA) is highly desirable
- Fluency in Bahasa Indonesia and English, both written and verbal