Personal Financial Strategist

4 days ago

Jakarta, Jakarta, Indonesia Mondsee Co Full time 120,000,000 - 360,000,000 per year

Company Description

Our team at Mondsee Co. is dedicated to offering comprehensive financial solutions, exemplified by the successful sale of diverse products. We aim to go beyond achieving targets to build lasting partnerships that support our clients' financial well-being and the sustained growth of Mondsee Group.

Role Description

This is a contract role for a Personal Financial Strategist. The role is located in Jakarta, Indonesia, with some flexibility for work from home. The Personal Financial Strategist will be responsible for developing and implementing personalized financial plans for clients, analyzing financial data, providing advice on financial services and products, and managing client relationships to ensure long-term financial health and growth. This hybrid role entails both in-office and remote work.

Qualifications

  • Financial Planning and Finance skills
  • Strong Analytical Skills
  • Experience in Financial Services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Accounting, or related

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