Wealth Management Client Associate

Company Description

VSPN is a strategic partner in helping clients secure a better financial future by implementing competitive strategies, valuable mindsets, and practical skills. Since its founding in 2017, VSPN has demonstrated significant and consistent business growth, making a positive impact on partners.

Role Description

This is a hybrid role for a Wealth Management Client Associate at VSPN in Jakarta, Indonesia, with flexibility for some remote work. The Wealth Management Client Associate will be responsible for financial planning, communication with clients, analyzing financial data, and managing investments.

This is PARTNERSHIP, not a job.

What will you get:

potential income of 15-20 millions/month in the first year with very flexible time

self development from practitioner and the best coach in Indonesia on communication, leadership, sales, and legacy planning

a growing and positive community which is your second home

lots of rewards and appreciations for your hard work and achievement

Who can apply:

Anybody with open mindset and willing to learn

Fresh graduates and undergraduates who want to expand their business skills and network

Business owner who want to expand their capacity and income

What is needed to join the program

Time to develop yourself

The agency business will be ventured by our main company

Qualifications

• Financial Planning and Finance skills
• Strong Communication skills
• Analytical Skills
• Experience in Investments
• Detail-oriented and organized
• Ability to work independently and collaboratively
• Relevant certifications such as CFA or CFP are a plus
• Bachelor's degree in Finance, Business, Economics, or related field