Financial Planner  РPosted 12-01-2017
Jakarta, Indonesia

General Requirements:

  1. Bachelors or equivalent degree in finance related field
  2. Qualifications in financial planning for Indonesia (any will be considered)
  3. 5 Years experience in a financial consulting role
  4. Fluency in English & Bahasa Indonesia –¬† both written and spoken
  5. Well groomed with friendly personality

Job Description

Our business has traditionally been built on services for expatriates. As we move into the local market helping Indonesian professionals build wealth and adequately insuring themselves we have a growing need for Indonesian advisors. The role would include:

  1. Building a network of HNW individuals
  2. Making sales calls – cold, warm and hot
  3. Liaising with marketing manager on ongoing marketing campaigns
  4. Liaising with insurance & investment firms all over asia/europe
  5. Meeting clients and consulting on their personal needs

Please send your application letter including your current resume to: