Senior Financial Advisor

Company Description Prowealth Financial is a Jakarta-based financial services company committed to delivering high-quality protection and investment products to customers across Indonesia. As the first non-bank institution fully licensed by the Indonesian Financial Services Authority (OJK) to provide both protection and investment directly to the market, Prowealth offers a unique platform for financial professionals. The company focuses on helping clients achieve their financial goals and aspirations through personalized, goal-oriented solutions. Prowealth fosters a modern, performance-driven business environment designed for aspiring leaders to grow and reach their career peak. Team members are encouraged to “Live Prosper, Live Wealthy, Live the Prowealth Way” through meaningful client impact and professional development.

Role Description The Senior Financial Advisor is a full-time, hybrid role based in Jakarta, Indonesia, with flexibility for partial work from home. This role involves providing comprehensive financial advice to individual and corporate clients, including assessing financial needs, developing tailored financial plans, and recommending appropriate protection and investment solutions. The Senior Financial Advisor will conduct regular client meetings, review portfolios, and adjust strategies to align with changing market conditions and client objectives. Daily responsibilities include preparing financial analyses, monitoring investment performance, ensuring compliance with regulatory requirements, and maintaining accurate documentation. The role also includes mentoring junior advisors, contributing to business development initiatives, and collaborating with internal teams to enhance client experience and service quality.

Qualifications

• Candidates should possess strong expertise in Financial Planning and Retirement Planning to design comprehensive, long-term strategies for clients.
• Candidates should possess solid Finance and Investments skills to analyze markets, evaluate products, and construct suitable portfolios.
• Candidates should possess practical experience in Financial Advisory, including client consultation, needs analysis, and ongoing relationship management.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are highly beneficial.
• Proven track record in advisory or wealth management roles, ideally with high-net-worth or diverse client segments.
• Strong analytical, numerical, and problem-solving skills, with the ability to communicate complex financial concepts clearly and ethically.
• Fluency in Bahasa Indonesia and proficiency in English, with excellent interpersonal and presentation skills.
• Comfort working in a performance-driven environment, with a proactive approach to business development and client retention.