Senior Paraplanner - Financial Planning & Wealth Management

SMHL Business Inc. · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
PHP 60000 - 90000
SMHL Business Inc. is seeking a highly skilled and experienced Senior Paraplanner to join our Financial Planning & Wealth Management team in Bali. In this role, you will play a crucial part in supporting our planners in delivering exceptional financial advice and services to our clients. The ideal candidate will have a strong background in financial planning and wealth management, excellent analytical skills, and a passion for helping clients achieve their financial goals.

📋 Tanggung Jawab Pekerjaan

Assist financial planners in preparing comprehensive financial plans for clients.,Conduct market research and stay updated on financial trends and regulations.,Review and analyze client data to identify financial opportunities and risks.,Prepare reports and presentations for clients and internal stakeholders.,Support the development and implementation of financial strategies and products.,Maintain accurate and up-to-date client records and documentation.,Provide excellent customer service and support to clients throughout the financial planning process.,Collaborate with cross-functional teams to ensure seamless delivery of financial services.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 5 years of experience in financial planning, wealth management, or a related field.,Strong knowledge of financial products, investment strategies, and risk management.,Excellent analytical, problem-solving, and communication skills.,Proficiency in financial planning software and tools.,Familiarity with local and international financial regulations and standards.,Ability to work independently and as part of a team in a fast-paced environment.,Strong organizational and time management skills.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and managementClient relationship managementFinancial software proficiencyMarket research and trend analysisReport writing and presentation skillsStrong communication and interpersonal skills
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