Senior Wealth Planner - Financial Planning & Advisory (Bali, Indonesia)

New Heart Network Agency · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 12000000 - 25000000
New Heart Network Agency is seeking a highly skilled and experienced Senior Wealth Planner to join our team in Bali, Indonesia. In this role, you will be responsible for providing comprehensive financial planning and advisory services to our clients. If you are passionate about helping clients achieve their financial goals and have a proven track record in the financial services industry, we encourage you to apply.

📋 Tanggung Jawab Pekerjaan

Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.,Provide ongoing financial advice and support to clients, helping them make informed decisions about their finances.,Conduct in-depth financial analyses to identify opportunities for growth and areas for improvement.,Collaborate with other financial professionals to ensure clients receive the most comprehensive and personalized advice.,Stay up-to-date with the latest financial trends, regulations, and best practices in the industry.,Build and maintain strong relationships with clients, providing exceptional service and support.,Monitor and report on the performance of client portfolios, providing regular updates and recommendations.,Participate in team meetings and contribute to the development of the firm's overall financial planning strategy.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 5 years of experience in financial planning and advisory services, with a focus on wealth management.,Professional certification in financial planning, such as the Certified Financial Planner (CFP) designation, is a plus.,Strong knowledge of Indonesian financial regulations and tax laws.,Excellent communication, interpersonal, and presentation skills.,Proficient in using financial planning software and tools.,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 managementRetirement planningEstate planningRisk managementClient relationship managementFinancial software proficiencyIndonesian financial regulations and tax laws
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