Financial Planner
Rencana Bijak
Posted
3 weeks ago
South Jakarta, Jakarta
Remote
IDR 10M
Full Time
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
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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