Economic Wealth Planning Associate

4 days ago


Jakarta, Jakarta, Indonesia Elevate Buddy by Vision Full time
About the Opportunity

We are seeking an experienced Economic Wealth Planning Associate to join our team at Elevate Buddy by Vision. This individual will be responsible for providing expert guidance on wealth protection products and asset building strategies, helping clients achieve their financial goals.

Key Accountabilities
  • Provide expert advice on various wealth protection products and asset building strategies.
  • Collaborate with clients to understand their financial objectives and develop tailored plans.
  • Maintain strong relationships with clients, ensuring ongoing support and guidance.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve client outcomes.
Qualifications and Requirements
  • A strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the capacity to build rapport with clients.
  • Possession of relevant certifications and experience in the financial services industry.
  • A willingness to learn and adapt to changing market conditions.
Company Benefits
  • A dynamic and supportive work environment that fosters growth and development.
  • Opportunities to make a positive impact in the lives of clients and contribute to the company's mission.

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