Senior Investment Planning Advisor

WealthStrategic Partners · 📍 Bangka Belitung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25,000,000 - 40,000,000
WealthStrategic Partners is seeking a highly skilled and experienced Senior Investment Planning Advisor to join our dynamic team in Bangka Belitung. This role offers a unique opportunity to work in a vibrant and growing financial services environment. As a Senior Investment Planning Advisor, you will be responsible for developing and implementing comprehensive investment strategies for our clients, ensuring their financial goals are met with optimal risk management. This position is perfect for someone who is passionate about finance and wants to make a significant impact in the financial planning industry.

📋 Tanggung Jawab Pekerjaan

Develop and implement investment strategies for high-net-worth individuals and institutional clients.,Conduct thorough market research and analysis to identify investment opportunities and risks.,Provide personalized financial planning advice to clients, focusing on their unique needs and goals.,Monitor and adjust investment portfolios to ensure they align with clients' financial objectives.,Prepare detailed reports and presentations for clients, highlighting investment performance and recommendations.,Collaborate with the sales and marketing teams to promote investment products and services.,Stay up-to-date with industry trends, regulations, and best practices in investment planning.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 5 years of experience in investment planning or financial advisory roles.,Professional certification such as CFA, CFP, or CPA is a plus.,Strong analytical and problem-solving skills.,Excellent communication and interpersonal skills.,Proficiency in financial modeling and investment analysis tools.,Knowledge of Indonesian financial markets and regulations is preferred.

🛠️ Keahlian

Financial planningInvestment analysisMarket researchRisk managementClient relationship managementFinancial reporting
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