Deskripsi Pekerjaan
Are you a driven professional with a passion for helping others secure their financial future? PERSOL is seeking a dynamic Wealth Portfolio Consultant to join our growing team. In this pivotal role, you will act as a trusted advisor to our clients, guiding them through complex financial decisions to build wealth and achieve their long-term life goals.
You will leverage your strong communication skills to assess client needs and recommend tailored portfolio strategies. Our ideal candidate thrives in a high-energy sales environment, enjoys building lasting relationships, and is committed to delivering exceptional service. This permanent position offers the chance to work in the vibrant Central Region, helping individuals make smarter decisions with their money every day.
If you are self-motivated, results-oriented, and ready to advance your career in the banking sector, we want to hear from you.
Tanggung Jawab
- Conduct comprehensive needs analysis for new and existing clients to understand their financial goals.
- Develop and maintain a deep understanding of the company's financial products and investment strategies.
- Present tailored financial solutions and portfolio recommendations to meet specific client objectives.
- Achieve and exceed monthly and quarterly sales targets through effective consultative selling.
- Build and nurture a strong network of professional and personal referrals.
- Monitor market trends and economic indicators to provide informed advice to clients.
- Maintain accurate records of client interactions, transactions, and portfolio performance in the CRM system.
Kualifikasi
- Bachelor’s degree in Finance, Business, or a related field (or equivalent professional experience).
- Proven track record in sales, preferably within the banking or financial services sector.
- Strong interpersonal and communication skills with a client-centric approach.
- Ability to work independently and manage a busy schedule effectively.
- Self-motivated with a drive to achieve targets and a competitive spirit.
- Professional certifications such as CFP, CFA, or Series 7/66 are highly desirable.
- High integrity and a commitment to regulatory compliance.