Financial Planner
4 days ago
**Jakarta**:
**Indonesia**:
We are looking for a Financial Planner to help clients manage their finances.
You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management.
Our financial planner should be an effective communicator with experience in financial planning and business development.
If you’re analytical, meticulous and customer-oriented, we’d like to meet you.
Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
**Responsibilities**:
Help clients implement their plans and carry out transactions
Develop sound plans and budgets for clients
Present and sell suitable financial products and services
Find and approach prospective clients
Analyze clients’ financial statuses
**Requirements**:
Proven experience as financial planner or similar role; experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
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