Financial Consultant - PT Valbury Asia Futures (Semarang)

Join PT Valbury Asia Futures, a leading name in Indonesia’s financial services sector under the Valbury Group, as a Financial Consultant in Semarang, Jawa Tengah. This is a unique opportunity to build a rewarding career in financial services, leveraging our advanced tools and comprehensive market insights. Our team is dedicated to helping clients navigate complex financial landscapes, and we’re looking for a passionate professional to join us and drive our success.

As a Financial Consultant at PT Valbury Asia Futures, you’ll be at the forefront of financial planning and advisory services. You’ll work closely with clients to understand their unique financial goals and challenges, then develop tailored strategies using our proprietary financial planning software, including Bloomberg Terminal and FactSet. Your expertise will be crucial in helping clients make informed decisions that align with their long-term objectives.

📋 Tanggung Jawab Pekerjaan

• Provide personalized financial advice and planning services to clients, focusing on wealth management, investment strategies, and retirement planning.
• Utilize advanced financial tools and software, such as Bloomberg Terminal and FactSet, to analyze market trends and develop investment strategies.
• Conduct regular meetings and consultations with clients to review their financial portfolios and adjust strategies as needed.
• Stay up-to-date with industry trends, regulatory changes, and market developments to ensure clients receive the most current and relevant advice.
• Prepare detailed financial reports and presentations for clients, highlighting key insights and recommendations.
• Collaborate with the sales and marketing teams to identify new business opportunities and drive client acquisition.
• Build and maintain strong relationships with clients, ensuring their financial needs are met and their trust is earned.
• Participate in training and professional development programs to enhance your skills and knowledge in financial services.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial consulting, wealth management, or a related field.
• Proficiency in using financial planning software, including Bloomberg Terminal and FactSet.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and present financial information clearly and effectively.
• Knowledge of Indonesian financial regulations and market dynamics.
• CFP (Certified Financial Planner) certification is a plus.
• Fluency in both English and Indonesian languages is required.

🛠️ Keahlian

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