Financial Advisor

4 weeks ago

Surabaya, Indonesia JagaKeuangan.com Full time

We are looking for a dedicated and knowledgeable individual to join our team as a Financial Advisor. In this role, you will provide expert financial planning and advisory services to help clients achieve their financial goals and secure their financial future.

Responsibilities
- Conduct comprehensive financial assessments to understand clients’ financial goals, risk tolerance, and investment preferences.
- Develop and implement tailored financial plans that encompass investment strategies, retirement planning, tax optimization, and risk management.
- Educate clients on financial products and services, including insurance, investment options, and estate planning.
- Monitor and review clients' financial plans and portfolios, making adjustments as needed to align with changing goals or market conditions.
- Build and maintain strong client relationships through regular meetings, updates, and ongoing support.
- Stay informed about industry trends, economic developments, and regulatory changes to provide up-to-date advice.
- Achieve performance targets and business development goals through proactive client acquisition and retention strategies.
- Experience: Proven experience in financial planning, investment advising, or related financial services.
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Certification: Relevant certifications such as CFP (Certified Financial Planner) are preferred.
- Skills: Strong analytical, communication, and interpersonal skills.
- Knowledge: Deep understanding of financial products, market trends, and regulatory requirements.

"Waspada terhadap Modus Penipuan pada saat proses interview. Perusahaan tidak akan memungut biaya apapun dalam melakukan proses interview. Mohon segera melaporkan ke kami, jika pada saat Anda diundang untuk interview dan diminta untuk melakukan pembayaran dengan sejumlah uang."

"Please be aware of the Fraud Company. The company will never be collecting any payment in the process of interview. Please immediately report to us if there's any companies that collecting payment to the Jobseekers."

  • Financial Advisor Konvensional

    3 weeks ago

    Surabaya, Indonesia AXA Mandiri Financial Services - FA Recruitment Full time

    l keuangan nasabah. Financial Advisor memiliki peran penting sebagai ujung tombak perusahaan yang mencakup layanan sales dan service. Sales dimana Financial Advisor bertugas untuk merencanakan, dan memasarkan produk asuransi sesuai dengan kebutuhan nasabah sedangkan Service dimana FA juga berperan dalam pelayanan klaim ataupun komplain asuransi dari nasabah...

  • Financial Advisor

    3 weeks ago

    Surabaya, Indonesia Asuransi Tokio Marine Indonesia PT Full time

    Basic allowance 5jt/bulan - Mengikuti Financial Training - Jenjang Karir - Komisi, trip bonus ke luar negeri - Domislili dan penempatan Surabaya, Denpasar - Pria/wanita berpenampilan rapi, menarik - Usia 25-45 tahun - Jenjang pendidikan mínimal diploma - Pengalaman min 2 tahun penjualan - Kemampuan komunikasi yang baik - Terbiasa dengan target

  • Financial Consultant

    4 weeks ago

    Surabaya, Indonesia FIRSTALINDO SURABAYA Full time

    Kualifikasi: - Fresh Graduate are welcome - Pendidikan diutamakan D3/S1 semua jurusan - Memiliki skill komunikasi yang bagus - Berpenampilan rapih - Bersedia ditempatkan di Surabaya Tugas dan Tanggung Jawab: Mengidentifikasi calon atau prospek klien Melakukan visit kepada klien Mengembangkan dan membina hubungan baik dengan klien Memperkenalkan dan...

  • Financial Controller

    5 days ago

    Surabaya, Indonesia PERSOLKELLY Indonesia Full time

    **Location**: - Surabaya- Surabaya**Work Type**: - Full Time- PERSOLKELLY is one of the largest recruitment firms in Asia Pacific providing clients with comprehensive end-to-end workforce solutions, enabling us to leverage their connections as one of the largest recruiting firms in Asia Pacific.- We are now seeking a position as a FInancial Controller who...

  • Financial Advisor

    3 weeks ago

    Surabaya, Indonesia RecruitFirst Indonesia Full time

    Position: Premier Bancassurance Consultant Location: Many areas across Indonesia The objective of Premier Bancassurance Life Consultants is to promote, educate and sell insurance products through our partner Banks Branch to Affluent or high-end network segment. Successful performance will be achieved by developing strong relationship with the Branch staff,...

  • Investment Advisor Assistant

    2 weeks ago

    Surabaya, Indonesia GAIA Dental Studio Full time

    ACUMEN INVESTOR - a fast-growing boutique investment firm based in Australia - is hiring! **INVESTMENT ADVISOR ASSISTANT** This is an administrative role in an investment firm. However, you will have the opportunity to learn investing and financial planning skills by assisting the Advisers and in support of the needs of their clients. **REQUIREMENTS**: -...

  • Asisstant Coordinator

    1 week ago

    Surabaya, Indonesia PT. Global Multindo Cipta Full time

    **In this role, you will be responsible for**: - Preparing financial statements - BAS (Taxation) - General administrative duties - Filing documents and organizing office processe - Liaise with external accountants and advisors as necessary - Handling claims - Coordination with business partners and vendors - Correspondence: prepare letters, presentations...

  • Marketing

    4 weeks ago

    Surabaya, Indonesia FIRSTALINDO Full time

    **Kualifikasi**: - Usia min. 25th & berpenampilan menarik - Pendidikan Min. D3/S1 - Pengalaman dalam bidang pemasaran min. 2-3 tahun - Mampu membuat konsep dan strategi pemasaran yang terintegrasi - Mampu mengelola banyak tugas dalam kerangka waktu - Inisiatif, berpikiran terbuka, kepemimpinan yang kuat, keterampilan organisasi dan delegasi - Memiliki...

  • Financial Planner Consultant

    3 days ago

    Surabaya, Indonesia PT Binakarya Nasional Terbuka (BNT) Global Full time

    Persyaratan Persyaratan Usia 25-40 tahun Memiliki achievement drive dan entrepreneurship yang tinggi Diutamakan berpengalaman di bidang sales/marketing Memiliki motivasi untuk mencapai goal dan target Memiliki dan mampu membangun jaringan koneksi (networking) yang luas Kritis/tajam dalam analisa kebutuhan klien Kualifikasi mana yang cocok untuk...

  • Micro Banking Sales Supervisor Area Wonocolo

    2 weeks ago

    Surabaya, Indonesia PT Bank Multi Arta Sentosa Full time

    **Deskripsi Pekerjaan**: - Memahami dan menangani kebutuhan pelanggan, termasuk penyelesaian keluhan. - Mengatur dan mengkoordinasikan jadwal Financial Advisor (FA). - Mengidentifikasi prospek potensial. - Merekrut dan melatih FA baru. - Mengelola pelaporan prospek penjualan. - Monitoring kinerja harian FA. - Menyusun strategi dengan tim FA untuk mencapai...

  • Bancassurance (Area Surabaya)

    3 weeks ago

    Surabaya, Indonesia Agent & Co Full time

    Bancassurance (Area Surabaya) - Pendidikan mínimal S1 semua jurusan - Berpenampilan menarik dan rapi - Wanita, usia 25-35 tahun - Memiliki pengalaman sebagai Bancassurance Consultant/Financial Advisor Asuransi Jiwa/Sales Funding (Min 1-2 tahun) - Kemampuan Komunikasi dan Interpersonal yang baik - Diutamakan kemampuan berbahasa Inggris (Passive) -...

  • Head of Enterprise Sales

    3 weeks ago

    Surabaya, Indonesia PT Link Net Tbk Full time

    **Responsibilities**: - Be the primary point of contact and build long-term relationships with customers - Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors - Ensure the timely and successful delivery of our solutions according to customer needs and objectives - Communicate clearly the progress of...

  • Relationship Manager

    2 weeks ago

    Surabaya, Indonesia LX Advisory Service Full time

    Be the primary point of contact between the respective customers and Lirunex. - Develop a deep understanding of partners’ and traders’ respective markets, competitive analysis and partner strategies for growth. - Build a pipeline of new potential partners; Social. - Forum / Channel participation. - Ensure compliance and adherence of business, regulatory...

  • Regional Sales Manager

    1 week ago

    Surabaya, Indonesia Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Life Planner Aia

    3 days ago

    Surabaya, Indonesia PT Binakarya Nasional Terbuka (BNT) Global Full time

    Persyaratan Kualifikasi Sertifikat Professional / Sarjana (S1) Pengalaman Kerja Memiliki pengalaman di bidang keuangan adalah Bonus Bersedia diinterview Kualifikasi mana yang cocok untuk Anda? **Premier Academy**: - Berusia antara 25-40 Tahun - Pendidikan min. S1 - Pengalaman kerja 1-5 tahun - Pendapatan terakhir Rp5-10 Juta **Premier Academy...