Industri :
Pendidikan :
Tipe Pekerjaan :
Posted Date: Juli 25, 2020

We are looking to hire a knowledgeable Financial Consultant to provide financial guidance to clients in order to help them accomplish their financial goals. The Financial Consultant’s responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns. You should also be able to maintain solid relationships with clients.

To be successful as a Financial Consultant, you should keep abreast of economic events and legislative changes that could impact clients’ finances. Ultimately, an exceptional Financial Consultant should be able to demonstrate strong analytical skills and an in-depth understanding of financial markets.

Tanggung Jawab Pekerjaan :

Financial Consultant Responsibilities:
Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on investments decisions, depending on their financial goals.
Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
Traveling to clients’ homes and places of business to consult with them.
Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing, advertising, and networking.
Communicating with managers, directors, attorneys, and other professionals to verify information.
Researching suitable investment opportunities for clients.

Syarat Pengalaman :
Fresh Graduate and Experience are welcomed
Keahlian :

Financial Consultant Requirements:

Bachelor’s degree
Good networking
Ready to travel thru Indonesia region
hard Working Person
Proficiency in all Microsoft Office applications.
The ability to analyze financial data.
Excellent problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Strong business acumen.
Having owned vehicle.

Kualifikasi :

Man & Women ; Fresh Graduate – 60 Years Old

Tunjangan :

Basic Salary and Insurance

Insentif :

Commisision Per- Project salary

Profile Perusahaan

Deskripsi Perusahaan

EXCELLTRUST EXCELLTRUST is a private holding company with a growing number of investments in Indonesia. As an entity EXCELLTRUST has operated since 2016. Our subsidiaries and investments operate under Indonesian and International entities. Dedicated to assisting Owners, project directors, and shareholders. We are Your most trusted source in arranging Financial needs. Experienced in providing financial solutions by delivering funds for companies and individuals. EXCELLTRUST bring funds to develops, invests and operates multiple businesses in Indonesia, where we focus on businesses that fulfill basic necessities. EXCELLTRUST and its partners or we can call it Investors, we focus on developing and scaling these businesses to become efficient, grow production lines, and achieve competitive advantages. WHY US We are an Investor capital vehicle to clients, allowing us to take a true short & long-term approach to investing, providing the foundation to maximize compounding and to hold quality investments indefinitely. We have full flexibility in our investment mandate, allowing our investor to invest in public and private companies, across the capital structure, and in a wide variety of industries. We have great track record of bringing our Clients to success. INVESTING EXCELLTRUST arrange financing and funding for companies through various banking financing institutions and also private Investors. We add value to our services thanks to our experience, expertise and established working relations with various financing institutions & partners. We are fast and efficient in our dealings and get the deal done in a short period of time. EXCELLTRUST is a financial solutions provider with multiple industry expertise and wide range of unlimited funds. We arrange business and project finance and structured financing to meet our clients' most demanding needs and then we delivered the funds to them. Our financing network straight to the Decision maker.