Senior Financial Planner - Bancassurance & Wealth Management (Bali, Indonesia)

PERSOL · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 75000000 - 112500000
PERSOL is seeking a highly skilled and experienced Senior Financial Planner to join our dynamic team in Bali. In this role, you will be responsible for providing comprehensive financial planning and wealth management services to our clients. You will work closely with our bancassurance team to ensure seamless integration of financial products and services. This is an exciting opportunity to make a significant impact in the financial services industry in Bali.

📋 Tanggung Jawab Pekerjaan

Develop and implement financial plans for high-net-worth individuals and families.,Provide personalized financial advice and recommendations to clients.,Manage client portfolios and monitor performance to ensure alignment with client goals.,Collaborate with the bancassurance team to integrate financial products and services.,Conduct market research and stay updated on industry trends and regulations.,Prepare and present financial reports and presentations to clients.,Build and maintain strong relationships with clients and referral partners.,Participate in team meetings and contribute to the development of financial strategies.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Banking, Economics, or a related field.,Minimum of 5 years of experience in financial planning and wealth management.,Strong knowledge of Indonesian financial regulations and products.,Professional certification in financial planning (e.g., CFP, CFA, or equivalent).,Excellent communication and interpersonal skills.,Strong analytical and problem-solving skills.,Proficiency in English and Bahasa Indonesia.,Experience in bancassurance and wealth management is a plus.

🛠️ Keahlian

Financial planning and analysisWealth managementBancassuranceClient relationship managementMarket research and analysisReporting and presentation skillsIndonesian financial regulationsProfessional certifications in financial planning
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