Senior Financial Planning Advisor - Exclusive Bancassurance Opportunities

CIMB Group Holdings Berhad · 📍 Badung, Bali · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 15000000 - 25000000
CIMB Group Holdings Berhad is seeking a highly skilled and experienced Senior Financial Planning Advisor to join our exclusive bancassurance team in Badung, Bali. This role offers a unique opportunity to work with one of the leading financial institutions in the region, providing comprehensive financial planning services to our clients. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.

📋 Tanggung Jawab Pekerjaan

Develop and implement financial plans for high-net-worth individuals and corporate clients.,Provide financial advice and guidance to clients on various financial products and services.,Monitor and review clients' financial portfolios to ensure they are aligned with their goals and risk tolerance.,Build and maintain strong relationships with clients and referrers.,Stay updated with the latest financial trends, regulations, and industry best practices.,Collaborate with other team members to deliver exceptional client service.,Contribute to the development and implementation of the bancassurance strategy.,Provide training and mentoring to junior team members.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in financial planning or a related field.,Professional certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or ACFP (Accredited Financial Planner) is a plus.,Strong knowledge of financial products and services offered by CIMB Group Holdings Berhad.,Excellent communication and interpersonal skills.,Proficient in English and Bahasa Indonesia.,Ability to work independently and as part of a team.,Strong analytical and problem-solving skills.

🛠️ Keahlian

Financial planning and analysisClient relationship managementSales and negotiationProject managementTraining and mentoringContinuous learning and adaptation to industry changes
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