Financial Consultant

About the company
PT. Royal didirikan pada tahun 2005 dan telah memiliki ijin resmi oleh Kementrian Perdagangan sejak tahun 2006.
Sebagai salah satu perusahaan Perdagangan terkemuka di Indonesia, PT. Royal telah diakui baik dari sisi kepatuhan terhadap hukum.
Dalam aktivitas perdagangan, PT Royal berpijak pada nilai-nilai profesionalisme, edukasi dan pelayanan yang berkualitas sesuai dengan regulasi Perdagangan serta didukung oleh para professional yang berpengalaman di industri perdagangan yang bekerja sama dengan pemerintah. About this position
A Financial Consultant provides strategic, financial and operational advice to businesses, governments, and individuals to help them manage their financial goals, resources, and risks. The Financial Consultant is responsible for developing, implementing and evaluating financial plans that meet the needs of the client. The Financial Consultant should be knowledgeable in areas such as tax planning, investments and retirement planning, estate planning, and risk management. The successful candidate will be a self-starter who is able to work both independently and as part of a team.

Responsibilities
1. Analyzing financial data to identify potential investment opportunities
2. Developing comprehensive financial plans for clients
3. Recommending suitable investments and strategies to clients
4. Monitoring the performance of investments
5. Researching financial markets and products
6. Developing and implementing risk management strategies
7. Keeping up-to-date with changes in the financial sector
8. Advising clients on tax planning strategies
9. Assisting clients with estate planning
10. Managing client portfolios and providing regular performance updates

Requirements
- Bachelor's degree in finance, accounting, economics, or related field
- At least 5 years of experience in the financial services industry
- Professional certification such as CPA, CFA, or Chartered Financial Analyst
- Knowledge of financial planning and investment strategies
- Excellent analytical, communication, and interpersonal skills