Deskripsi Pekerjaan
Are you driven by the opportunity to help others achieve financial freedom? PERSOL is seeking a dynamic and client-focused Wealth Portfolio Consultant to join our expanding team. In this pivotal role, you will serve as a trusted advisor, guiding clients through complex financial landscapes to build secure and prosperous futures.
Your day-to-day will involve building lasting relationships with a diverse portfolio of clients. You will assess individual financial goals, risk tolerance, and investment horizons to craft personalized strategies. From mutual funds and insurance to retirement planning and estate management, you will be at the forefront of delivering holistic wealth solutions. We pride ourselves on a culture of mentorship and continuous learning, ensuring you have the tools to succeed in a competitive market.
We are looking for a resilient individual who thrives in a target-driven environment. If you have a knack for sales and a genuine desire to make a difference in people's lives, we want to hear from you. Join PERSOL and turn your passion for finance into a rewarding career.
Tanggung Jawab
- Develop and execute comprehensive financial plans tailored to client needs.
- Manage and grow existing client portfolios to maximize asset performance.
- Conduct regular review meetings with clients to discuss market updates and strategy adjustments.
- Identify and cross-sell relevant financial products and services to meet client objectives.
- Stay abreast of local and global economic trends to provide informed advice.
- Ensure strict adherence to regulatory compliance and internal company policies.
- Build and maintain a professional network of referral sources.
Kualifikasi
- Minimum Bachelor’s degree in Finance, Business Administration, or a related field.
- Proven experience in financial sales, wealth management, or a related sector.
- Strong interpersonal and communication skills with the ability to influence clients.
- Self-motivated with a strong drive to achieve individual and team targets.
- Basic understanding of investment products, risk management, and financial planning concepts.
- Willingness to obtain necessary licenses or certifications as required by the regulatory body.