Financial Advisor

About the role

We are seeking an experienced Financial Advisor to join our growing team at PT SEMER MANAJEMEN PROPERTI in the Badung Bali area. In this full-time role, you will be responsible for providing comprehensive financial planning and investment advisory services to our valued clients.

What you'll be doing

• Developing and maintaining strong client relationships through regular communication and proactive financial planning.
• Conducting comprehensive financial assessments to understand clients' financial goals, risk profiles and investment preferences.
• Designing and implementing customised financial strategies and investment portfolios to help clients achieve their financial objectives.
• Monitoring client accounts and portfolios, and making adjustments as needed to adapt to changing market conditions and client needs.
• Staying up-to-date with industry regulations, trends and best practices to provide sound, compliant advice.
• Generating detailed financial plans, investment proposals and performance reports for clients.
• Collaborating with other financial professionals, such as accountants and lawyers, to deliver comprehensive financial solutions.
• Proactively identifying new business opportunities and contributing to the growth of the financial planning practice.

What we're looking for

• Minimum 3‑5 years of experience as a financial advisor or similar role in the banking and financial services industry .
• Strong knowledge of financial planning principles, investment strategies, and relevant regulations and compliance requirements.
• Excellent communication and interpersonal skills to build trust and rapport with clients.
• Proven ability to analyse financial data, develop customised solutions and present recommendations effectively.
• A self‑motivated, proactive and detail‑oriented approach to client service.
• Relevant financial qualifications, such as CFP or CFA, are highly desirable.
• English fluently spoken and written.

What we offer

• Comprehensive health and life insurance coverage.
• Generous retirement contributions and financial planning assistance.
• Opportunities for professional development and career advancement.
• Flexible work arrangements and a healthy work‑life balance.
• A collaborative and innovative team culture that values creativity and continuous improvement.

If you are a passionate and experienced financial advisor who is eager to join a dynamic and forward‑thinking team, we encourage you to apply now .