Wealth Management Associate

4 days ago


Jakarta, Jakarta, Indonesia Elevate Buddy by Vision Full time

Key Responsibilities

  • Tailor personalized financial plans to meet the unique needs and objectives of each client.
  • Provide expert advice and guidance on various wealth protection products and asset building opportunities.
  • Foster strong relationships with clients, built on trust and open communication.
  • Identify new business opportunities through referrals and networking.
  • Develop and maintain a thriving Financial Business Agency.


  • Jakarta, Jakarta, Indonesia Ajaib Full time

    Cash Management, Mutual Fund, and Wealth Products SpecialistAbout the RoleWe're looking for a skilled Senior Product Manager to join our team and lead the development of cash management, mutual fund, and wealth products. As a key member of our team, you'll be responsible for managing the entire product lifecycle, from conceptualization to launch and...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    Key ResponsibilitiesTo be responsible for the management of approval process, review, and control & monitoring of the WPB credit application for unsecured Products e.g Cards, PIL, FlexiCredit, portfolio management action and management of related credit decision activities of credit operations.The jobholder will work closely with Risk Policy, Product Team,...


  • Jakarta, Jakarta, Indonesia Ajaib Full time

    Ajaib: Creating Inclusive Financial SolutionsWe're Ajaib, a company dedicated to making magic happen in Indonesia's financial landscape. Our mission is to create an inclusive environment where everyone has access to innovative financial products and services.Job DescriptionWe're seeking a Senior Product Manager to oversee the entire lifecycle of cash...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    Company OverviewWealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.This global business brings together management responsibility for Retail Banking, Wealth Management, Insurance, and...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    Company OverviewWealth and Personal Banking at HSBC serves more than 50 million customers worldwide with a comprehensive range of banking and wealth management services. This global business brings together management responsibility for Retail Banking, Wealth Management, Insurance, and Asset Management, focusing on customer-centric propositions and...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset...


  • Jakarta, Jakarta, Indonesia Traveloka Full time

    Traveloka seeks a highly skilled Senior Associate FP&A Manager to join our team! As a key member of our finance department, you will prepare accurate and timely financial management reports to support business decisions.In this role, you will leverage your expertise in financial analysis to drive strategic decisions across the organization. With 5-7 years of...


  • Jakarta, Jakarta, Indonesia Traveloka Full time

    Join our dynamic team as a Senior Associate FP&A Manager at Traveloka! In this role, you will lead the preparation of financial management reports, providing critical insights to senior leadership and the business team. Your financial analysis expertise will inform strategic decisions across the organization.With 5-7 years of experience in financial...

  • Legal Associate

    6 days ago


    Jakarta, Jakarta, Indonesia Funding Societies Pte Ltd Full time

    Job OverviewWe are seeking a highly skilled and motivated Legal Associate to join our team at Funding Societies Pte Ltd. As a Legal Associate, you will play a critical role in supporting the legal manager in drafting, preparing, and reviewing agreements, letters, and other legal-related documents.


  • Jakarta, Jakarta, Indonesia PT. EATWELL CULINARY INDONESIA Full time

    About the RoleWe are seeking a highly motivated and organized individual to fill the role of Management and Operations Associate. The successful candidate will have the opportunity to learn directly from experienced professionals in the FnB restaurant industry.The ideal candidate will have strong leadership skills, a passion for hospitality, and a track...


  • Jakarta, Jakarta, Indonesia AMODA Full time

    Job OverviewThis Financial Planning and Analysis (FP&A) Associate position is critical in driving strategic decision-making through financial analysis, forecasting, budgeting, and reporting. The successful candidate will work closely with cross-functional teams, senior management, and external stakeholders to enhance financial performance, operational...


  • Jakarta, Jakarta, Indonesia EverVast by Vision Full time

    Elevate your career with a role that offers unlimited earning potential, flexible working hours, and exceptional self-development opportunities.We are seeking a highly skilled individual to join our team as a Business Partner at EverVast by Vision.Key Responsibilities:Develop and maintain strong client relationshipsProvide expert financial...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    Our BusinessWe are a leading provider of financial services, offering a comprehensive range of products and solutions to individuals and businesses around the world.Our Wealth and Personal Banking business serves over 50 million customers, providing them with a complete range of banking and wealth management services to help them manage their finances and...


  • Jakarta, Jakarta, Indonesia Elevated Ice Cream Co Full time

    Company OverviewElevated Ice Cream Co is a renowned brand that prides itself on delivering unique and delicious ice cream experiences to its customers.Job DescriptionWe are seeking a highly skilled Content Manager Partnership Associate to join our team. The ideal candidate will have at least 1-2 years of experience in handling creator marketing & influencer...


  • Jakarta, Jakarta, Indonesia MasterCard Full time

    Associate Managing Consultant, Advisors & Consulting Services, MarketingAssociate Managing Consultant, Advisors & Consulting Services, MarketingApply locations Jakarta, Indonesia (6th Floor)Time type: Full timePosted on: Posted 2 Days AgoTime left to apply: End Date: March 31, 2025 (23 days left to apply)Job requisition id: R-237285Our PurposeMastercard...

  • Business Partner

    4 days ago


    Jakarta, Jakarta, Indonesia Elevate Buddy by Vision Full time

    Direct message the job poster from Elevate Buddy by VisionStakeholders Engagement | Marketing Communication | Certified Associate Wealth Planner | ALLIANZ Business Partner | Empowering women and millennials…If you're looking for the opportunity that provides you income and the flexibility of working time, please join us as Business Partner at Elevate Buddy...


  • Jakarta, Jakarta, Indonesia Ajaib Full time

    Unlock the Magic of Financial Inclusion with AjaibAbout AjaibWe're Ajaib, a pioneer in creating inclusive financial solutions for Indonesia. Our commitment to innovation and excellence drives us to deliver exceptional products and services that cater to diverse customer needs.Job OverviewAs a Senior Product Manager, you'll play a critical role in shaping our...


  • Jakarta, Jakarta, Indonesia Mastercard, Inc. Full time

    Associate Managing Consultant, Advisors & Consulting Services, MarketingMastercard, Inc. Jakarta, IndonesiaOur PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    HSBC's Wealth and Personal Banking division serves over 50 million customers worldwide, offering a comprehensive range of banking and wealth management services. As a Vice President Underwriting Card PIL Flexi, you will play a critical role in ensuring the smooth operation of our credit approval process.Main Responsibilities:Develop and implement effective...


  • Jakarta, Jakarta, Indonesia HSBC Full time

    Some careers shine brighter than others.If you're looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build...