Student Financial Planner

PAG Advisory · 📍 Canggu,Ubud,Denpasar,Jimbaran,Nusa Dua,Kuta,Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
USD 1500 - 2000
PAG Advisory is seeking a passionate and detail-oriented Student Financial Planner to join our team. This is a unique opportunity for a student to gain valuable experience in the financial services industry while working with a reputable and dynamic firm. The ideal candidate will have a strong academic background in finance or a related field and a keen interest in financial planning and advisory services.

📋 Tanggung Jawab Pekerjaan

Assist in the preparation and delivery of financial planning reports and presentations to clients.,Conduct market research and analysis to identify investment opportunities and risks.,Assist in the development and implementation of financial planning strategies for clients.,Maintain accurate and up-to-date records of client information and financial data.,Assist in the coordination of client meetings and appointments.,Provide administrative support to the financial planning team.,Stay up-to-date with industry trends, regulations, and best practices in financial planning.,Contribute to the development of marketing materials and promotional campaigns.

🎓 Kualifikasi & Syarat

Currently enrolled in a bachelor's or master's degree program in finance, accounting, economics, or a related field.,Strong academic record with a focus on finance or a related field.,Basic knowledge of financial planning concepts, tools, and techniques.,Excellent communication and interpersonal skills.,Strong organizational and time management skills.,Proficiency in Microsoft Office Suite, particularly Excel.,Familiarity with financial planning software and tools is a plus.,Ability to work well in a team environment and independently.

🛠️ Keahlian

Financial analysisInvestment researchClient relationship managementFinancial planningData managementMarketing and promotional skills
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