Wealth Advisor (Client Relations) - Bandung

Company Description

Established in 1989, PT Phillip Sekuritas Indonesia is a trusted foreign retail securities broker listed on the Indonesia Stock Exchange (IDX). As a member of the globally recognized Phillip Capital Group, headquartered in Singapore, the company operates across 16 financial hubs worldwide. PT Phillip Sekuritas Indonesia offers a range of financial products and services, including stocks, mutual funds, and corporate finance solutions. Guided by a vision to be a dependable partner in achieving customer investment goals, the company is licensed and supervised by the Financial Services Authority (Otoritas Jasa Keuangan).

Job Description

About the Role

We are looking for a Wealth Advisor to support the development of our wealth management business by engaging existing clients and introducing broader portfolio and investment solutions.

This role is suitable for candidates who are interested in financial markets and want to build a career in wealth advisory, with a focus on client engagement and portfolio development.

Key Responsibilities

Engage with existing clients to understand their investment approach and financial goals

Initiate conversations beyond stock trading towards portfolio allocation and wealth planning

Provide basic guidance across investment products (equities, funds, bonds, insurance)

Follow up on market updates and investment ideas shared through internal platforms

Support client transactions and ensure smooth execution

Requirements

Bachelor's Degree (S1), any major

1–3 years experience in Financial Planning, Retirement Planning, and Wealth Management Services

Strong interest in financial markets (stocks, ETFs, macro trends)

Good communication and relationship-building skills

Willingness to learn and develop in wealth management

WPPE certification (or willingness to obtain)

Based in Bandung