Financial Solutions Specialist - Sales & Advisory

Join ETHOZ Group Ltd as a Financial Solutions Specialist and become a trusted advisor in Bali's thriving financial services sector. This is a unique opportunity to build a rewarding career in a dynamic, client-focused environment while enjoying the vibrant lifestyle of Canggu, Bali.

As a Financial Solutions Specialist, you will play a pivotal role in helping clients navigate complex financial landscapes. You will use your deep understanding of financial products and services to provide tailored advice, ensuring clients make informed decisions. This role is perfect for those who thrive in a fast-paced environment and are passionate about helping others achieve their financial goals.

📋 Tanggung Jawab Pekerjaan

• Provide expert financial advice to clients, helping them make informed decisions about their financial futures.
• Develop and maintain strong client relationships by offering personalized financial solutions.
• Conduct market research and stay updated on the latest financial products and trends.
• Use financial modeling tools like Excel and Bloomberg to analyze client data and create customized financial plans.
• Collaborate with the sales team to identify new business opportunities and drive revenue growth.
• Attend industry conferences and networking events to expand your professional network.
• Ensure compliance with all financial regulations and ethical standards.
• Provide ongoing support and guidance to clients, helping them achieve their financial objectives.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• 3-5 years of experience in financial services, sales, or advisory roles.
• Certification in financial planning or a related field is a plus.
• Strong understanding of financial products such as investments, insurance, and retirement plans.
• Excellent communication and interpersonal skills.
• Proficiency in using financial modeling tools like Excel and Bloomberg.
• Ability to work well under pressure and meet tight deadlines.
• Strong problem-solving and analytical skills.

🛠️ Keahlian

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