Financial Consultant

5 months ago


Jakarta, Indonesia Huneety Co., Ltd. Full time

**Responsibilities**:

- Analyzing financial data to identify potential investment opportunities
- Developing comprehensive financial plans for clients
- Recommending suitable investments and strategies to clients
- Monitoring the performance of investments
- Researching financial markets and products
- Developing and implementing risk management strategies
- Keeping up-to-date with changes in the financial sector
- Advising clients on tax planning strategies
- Assisting clients with estate planning
- Managing client portfolios and providing regular performance updates

**Requirements**:

- Bachelor's degree in finance, accounting, economics, or related field
- At least 5 years of experience in the financial services industry
- Professional certification such as CPA, CFA, or Chartered Financial Analyst
- Knowledge of financial planning and investment strategies
- Excellent analytical, communication, and interpersonal skills



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