Senior Financial Planning Advisor - Exclusive Bancassurance Opportunities in Bali

CIMB Group Holdings Berhad · 📍 Canggu,Ubud,Denpasar,Jimbaran,Nusa Dua,Kuta,Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 15000000 - 30000000
Are you a seasoned Financial Planning Advisor looking for an exclusive opportunity in the heart of Bali? Join CIMB Group Holdings Berhad and be part of a dynamic team in the vibrant city of Bali. We are seeking a Senior Financial Planning Advisor to drive our bancassurance initiatives and help clients achieve their financial goals.,In this role, you will have the opportunity to work with a diverse range of clients, providing them with personalized financial planning solutions. You will be part of a team that is committed to delivering exceptional customer service and building long-term relationships with our clients.,If you are passionate about financial planning and have a proven track record of success, we encourage you to apply for this exciting opportunity. Join us in Bali and be part of a team that values innovation, collaboration, and excellence.

📋 Tanggung Jawab Pekerjaan

Develop and implement financial planning strategies for clients in Bali.,Provide personalized financial planning solutions to meet clients' needs and goals.,Build and maintain strong relationships with clients and other stakeholders.,Stay up-to-date with the latest financial planning trends and best practices.,Conduct financial planning workshops and seminars for clients.,Monitor and analyze financial planning performance metrics.,Collaborate with the bancassurance team to drive sales and growth.,Ensure compliance with all relevant regulations and guidelines.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Banking, or a related field.,Minimum of 5 years of experience in financial planning or a related field.,Proven track record of success in financial planning and client relationship management.,Strong knowledge of financial products and services offered by CIMB Group Holdings Berhad.,Excellent communication and interpersonal skills.,Ability to work well in a team and independently.,Strong analytical and problem-solving skills.,Professional certification in financial planning (e.g., CFP, CFA) is a plus.

🛠️ Keahlian

Financial planningClient relationship managementSales and marketingFinancial analysisRegulatory complianceWorkshop facilitationPerformance monitoring
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