Loan Consultant - Financial Advisory & Client Solutions

Join Newfin Consultancy Sdn Bhd as a Loan Consultant in the vibrant heart of Bali, where you’ll play a pivotal role in delivering tailored financial solutions to a diverse clientele. This is a unique opportunity to leverage your expertise in banking and financial services to help individuals and businesses achieve their financial goals.

As a Loan Consultant, you will be the face of our financial advisory services, providing expert advice on loans, mortgages, and other financial products. You will work closely with clients to understand their needs and offer solutions that align with their financial situation and objectives. Your daily tasks will involve conducting market research, analyzing financial data, and preparing comprehensive reports to support your recommendations.

Based in Kuta, Bali, you will be part of a dynamic team in a bustling city that offers a perfect work-life balance. This role is ideal for professionals who are passionate about financial services and want to make a difference in the lives of their clients.

📋 Tanggung Jawab Pekerjaan

• Provide expert advice on loans, mortgages, and other financial products to clients.
• Conduct market research and analyze financial data to support your recommendations.
• Prepare comprehensive reports and presentations to communicate your findings to clients.
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Stay up-to-date with industry trends and regulatory changes to provide the best possible advice.
• Collaborate with the team to ensure consistent delivery of high-quality financial solutions.
• Assist in the development and implementation of new financial products and services.
• Provide training and support to junior team members.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Banking, or a related field.
• Minimum 3 years of experience in financial advisory or a related role.
• Strong knowledge of banking products and financial services.
• Excellent communication and interpersonal skills.
• Proficiency in using financial software such as Excel, Bloomberg, and CRM systems.
• Certification in financial planning or a related field is a plus.
• Fluency in English and Bahasa Indonesia.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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