Prudential Indonesia (PT Prudential Life Assurance)Associate Financial Advisor
Feb. 2021 - Sep. 2021Jakarta, Indonesia- Assessed clients’ financial health, including income, risk appetite, life goals, and investment capacity, to develop strategic financial plans.
- Delivered tailored recommendations on asset allocation, insurance coverage, investment vehicles, and retirement planning.
- Conducted market research and ongoing financial analysis to ensure up-to-date and relevant guidance.
- Educated clients on financial literacy, investment options, and the importance of diversified portfolios.
- Built and maintained strong long-term client relationships through consistent support, periodic reviews, and transparent communication.