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Financial Advisor
Semesteria
Posted
2 weeks ago

Remote

IDR 12M

Contract

Job Categories

Finance Consulting Sales Advisory Remote

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Sema Summary

As a Financial Advisor, you will be responsible for offering investment strategies and assisting clients in managing their finances. This contract role requires expertise in financial planning, client communication, and market analysis. The position is remote, providing flexibility and the opportunity to work with diverse clients. Ideal candidates will have a strong understanding of investment options and exceptional interpersonal skills. While specific experience levels are not detailed, a proactive and adaptable approach is essential.

About Company

Semesteria connects talented professionals with clients seeking expert financial advice and personalized investment strategies.

Core Requirements

Bachelor's degree in Finance or related field
Strong communication skills
Proven experience in financial advising
Knowledge of investment strategies
Client relationship management

Responsibilities

Advise clients on financial planning
Develop customized investment strategies
Conduct market research and analysis
Maintain ongoing client relationships
Monitor and evaluate client portfolios
Collaborate with team members on projects
Follow industry regulations and standards

Must Have skills

Financial analysisClient communicationMarket researchPortfolio managementInterpersonal skills

Nice To Have Skills

Negotiation skillsSales experienceKnowledge of financial software

Tools Knowledge Requried

ExcelCRM softwareFinancial modeling tools

Job Keywords

financial advisorinvestment strategyclient relationsfinance consultantportfolio management

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