Financial Advisor (Full-Time / Part-Time)

Join Aileen Wealth Management as a Financial Advisor and empower clients with tailored financial solutions in Bali’s thriving expat and local communities. This role offers the flexibility of full-time or part-time engagement, allowing you to build a rewarding career while enjoying Bali's vibrant lifestyle. Based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you'll work closely with clients to understand their unique financial goals and craft personalized strategies. Utilizing industry-leading tools like Bloomberg Terminal and Morningstar, you'll provide expert advice on investments, retirement planning, and wealth management. Whether you're a seasoned professional or just starting your career, this role offers the opportunity to grow within a supportive and dynamic team.

As a Financial Advisor at Aileen Wealth Management, you'll be at the forefront of helping clients navigate the complexities of financial planning. You'll conduct thorough financial assessments, develop comprehensive strategies, and provide ongoing support to ensure your clients achieve their financial objectives. This role is perfect for those who thrive in a client-focused environment and are passionate about making a difference in people's lives through financial empowerment.

Join us and become part of a community that values innovation, integrity, and excellence. With competitive compensation and a range of benefits, this is your chance to make a meaningful impact while enjoying the best of Bali's lifestyle.

📋 Tanggung Jawab Pekerjaan

• Conduct in-depth financial assessments to understand clients' unique needs and goals.
• Develop and implement personalized financial strategies using advanced tools like Bloomberg Terminal and Morningstar.
• Provide ongoing financial planning advice and support to clients.
• Monitor and adjust financial plans as needed to ensure continued success.
• Stay up-to-date with the latest financial trends, regulations, and industry best practices.
• Build and maintain strong relationships with clients through regular communication and trust-building.
• Collaborate with the Aileen Wealth Management team to ensure seamless client service.
• Contribute to the professional development of junior team members.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Certified Financial Planner (CFP) certification preferred but not required.
• 2-5 years of experience in financial advising or a related field.
• Strong knowledge of financial products, including investments, retirement planning, and insurance.
• Excellent communication and interpersonal skills.
• Proficiency in English, both written and spoken.
• Ability to work independently and as part of a team.
• Passion for helping clients achieve their financial goals.

🛠️ Keahlian

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