Senior Financial Advisor - Expat-Friendly Opportunity in Bali

Private Advertiser · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25000000 - 45000000
We are seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team in the beautiful island of Bali. This is an expat-friendly opportunity that offers a unique blend of professional growth and lifestyle benefits. As a Senior Financial Advisor, you will play a pivotal role in providing financial guidance and advice to our clients, helping them achieve their financial goals.

📋 Tanggung Jawab Pekerjaan

Develop and implement financial strategies for clients to maximize their wealth and minimize risks.,Conduct comprehensive financial planning and analysis for individuals and families.,Provide personalized financial advice on investments, retirement planning, insurance, and estate planning.,Build and maintain strong relationships with clients through regular communication and personalized service.,Stay up-to-date with the latest financial trends, regulations, and market developments.,Collaborate with other financial professionals to ensure comprehensive client solutions.,Assist in the development and execution of financial products and services tailored to client needs.,Provide training and support to junior financial advisors in the team.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Accounting, Economics, or a related field.,Minimum of 5 years of experience in financial advising or a related field.,Professional certification in financial advising (e.g., CFA, CFP, or equivalent) is a plus.,Strong knowledge of Indonesian and international financial markets and regulations.,Excellent communication and interpersonal skills.,Proficient in English, both written and spoken. Knowledge of Bahasa Indonesia is a plus.,Ability to work independently and as part of a team in a fast-paced environment.,Strong analytical and problem-solving skills.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and mitigationClient relationship managementMarket research and trend analysisTraining and development
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