Senior Financial Planner - Remote from Bali (Full-Time)

AIA Philippines · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
PHP 40000 - 60000
AIA Philippines is seeking a talented and experienced Senior Financial Planner to join our team on a full-time remote basis from Bali. In this role, you will be responsible for developing and implementing financial plans for our clients, ensuring they achieve their financial goals. This is a great opportunity for a professional looking to make a significant impact in the financial services industry while enjoying the beautiful lifestyle Bali has to offer.

📋 Tanggung Jawab Pekerjaan

Develop and implement comprehensive financial plans for clients.,Conduct financial analysis and provide recommendations to clients.,Monitor client portfolios and make adjustments as needed.,Provide financial education and advice to clients.,Maintain accurate and up-to-date financial records.,Collaborate with the marketing team to promote financial services.,Attend regular training and development sessions to stay current with industry trends.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, or a related field.,Minimum of 5 years of experience in financial planning.,Professional certification in financial planning (e.g., CFP, ChFC).,Strong knowledge of financial products and services.,Excellent communication and interpersonal skills.,Ability to work independently and manage time effectively.,Proficiency in English and Bahasa Indonesia.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and managementClient relationship managementFinancial education and trainingData analysis and reportingProject management
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