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Rencana Bijak

Financial Planner

Rencana Bijak

Posted

3 weeks ago

South Jakarta, Jakarta

Remote

IDR 10M

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Financial Planner role at Rencana Bijak involves providing expert advice on financial decisions, developing tailored financial plans, and assisting clients in making informed investment choices. Located in South Jakarta, this full-time position is hybrid, offering flexibility in work arrangements. While specific experience requirements are not stated, candidates should possess strong financial acumen and the ability to build client relationships. Notable company benefits and a detailed job posting may contain further insights into company culture and expectations.

About Company

Rencana Bijak is dedicated to delivering expert financial solutions and personalized advice to clients, enhancing their financial well-being.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong analytical skills
  • Excellent communication skills
  • Experience in financial planning
  • Knowledge of investment strategies

Responsibilities

  • Develop personalized financial plans for clients
  • Analyze clients' financial needs and goals
  • Provide advice on investment options
  • Monitor clients' financial progress
  • Build and maintain client relationships
  • Stay updated on financial regulations
  • Collaborate with other financial professionals

Must Have skills

Financial analysisClient managementInvestment knowledgeProblem-solvingCommunication

Nice To Have Skills

Sales skillsNegotiationData analysisPresentation skillsTime management

Tools Knowledge Requried

ExcelFinancial softwareCRM systemsPresentation tools

Job Keywords

financial planninginvestment strategyclient advisoryfinancial analysisrelationship management

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