Konsultan
Keuangan
Nabila Safira, SM, MBA, QWP
Konsultan Keuangan – Soluusi
Konsultan keuangan bersertifikasi Qualified Wealth Planner (QWP) dengan latar belakang MBA dan pengalaman dalam perencanaan keuangan pribadi dan bisnis. Menguasai strategi investasi, manajemen risiko, perencanaan pajak, dan proteksi aset, Nabila membantu klien menyusun solusi keuangan yang terukur, aman, dan sesuai tujuan hidup.
Konsultan Keuangan – Soluusi
Konsultan keuangan bersertifikasi Qualified Wealth Planner (QWP) dengan latar belakang MBA dan pengalaman dalam perencanaan keuangan pribadi dan bisnis. Menguasai strategi investasi, manajemen risiko, perencanaan pajak, dan proteksi aset, Nabila membantu klien menyusun solusi keuangan yang terukur, aman, dan sesuai tujuan hidup.
Menyusun Anggaran Keuangan Pribadi
Perencana Dana Pernikahan
Perencanaan Dana Pembelian Rumah
Perencana Dana Pendidikan Anak
Perencana Dana Pensiun
Laporan Keuangan Pribadi
💻 Working Experience
Yuk, Kepoin Pengalaman Konsultan Kamu!
Consultant
DAYAINARA
February 2024 -
October 2025
Lecturer
Universitas Andalas
August 2023 -
February 2024
Associate Consultant
Daya Dimensi Indonesia
June 2023 -
February 2024
Consultant
Daya Qarsa
June 2022 -
May 2023
Project - Service Excellence
- As a CO-Project manager, ensures projects run according to the timeline, monitors project budgets, and ensures the quality of project work to maintain client satisfaction.
- Build client engagement and establish communication with clients during the project.
- Applied Dynamic Capability approach to identify company ability to integrate, build, and configure internal and external resources/competencies to address and shape rapidly changing business environments.
- Conducting interviews with the strategic and operational level in company to capture their aspirations for the company, as well as to find out the company's current condition, resulting in a comprehensive analysis to find out the gap analysis.
- Led a Customer Research to gain critical insight into customer perspective and needs.
- Formulated a Strategic Insight, service blueprints and roadmaps to improve service quality.
Project - Transformation Strategy
- Developed business strategy, objectives and set clear goals what the business needs to transform.
- Adjusted company values and reorganize behaviors throughout an entire organization, resulting in development programs for resources that support the execution of strategies.
- Restructured organizational structure more efficiency and seeks to help employees better collaborate at work.
- Arranged job profiles and minimum competencies for each level in the organization.
- Projected project budget and compiled financial forecasting for organizational targets.
Buddy Program - Collaborated with New Hire as a Buddy Partner
- Helped a New Hire to adapt to the company environment, working environment, Company culture, and policies in the Company.
- Guided and assisted New Hire in the initial process of working in fulfilling KPI's during the probationary period.
- Provided direction to New Hire regarding their specific tasks and monitor the progress of New Hire.
- Arranged training and development programs for New Hire.
- As a CO-Project manager, ensures projects run according to the timeline, monitors project budgets, and ensures the quality of project work to maintain client satisfaction.
- Build client engagement and establish communication with clients during the project.
- Applied Dynamic Capability approach to identify company ability to integrate, build, and configure internal and external resources/competencies to address and shape rapidly changing business environments.
- Conducting interviews with the strategic and operational level in company to capture their aspirations for the company, as well as to find out the company's current condition, resulting in a comprehensive analysis to find out the gap analysis.
- Led a Customer Research to gain critical insight into customer perspective and needs.
- Formulated a Strategic Insight, service blueprints and roadmaps to improve service quality.
Project - Transformation Strategy
- Developed business strategy, objectives and set clear goals what the business needs to transform.
- Adjusted company values and reorganize behaviors throughout an entire organization, resulting in development programs for resources that support the execution of strategies.
- Restructured organizational structure more efficiency and seeks to help employees better collaborate at work.
- Arranged job profiles and minimum competencies for each level in the organization.
- Projected project budget and compiled financial forecasting for organizational targets.
Buddy Program - Collaborated with New Hire as a Buddy Partner
- Helped a New Hire to adapt to the company environment, working environment, Company culture, and policies in the Company.
- Guided and assisted New Hire in the initial process of working in fulfilling KPI's during the probationary period.
- Provided direction to New Hire regarding their specific tasks and monitor the progress of New Hire.
- Arranged training and development programs for New Hire.
Financial Planning Consultant
Soluusi
December 2020 -
June 2022
- Analyzed client information and future financial projections to ascertain the best investment solutions and strategies for clients.
- Developed financial plans to help clients achieve their long-term and short-term financial goals.
- Advised clients on financial behaviors, retirement planning, investments, and insurance decisions, depending on their financial goals.
- Formulated financial strategies or financial plans for the Client, also monitoring the financial health.
- Created different investment plans for Clients and prepare financial analysis and reports.
- Developed financial plans to help clients achieve their long-term and short-term financial goals.
- Advised clients on financial behaviors, retirement planning, investments, and insurance decisions, depending on their financial goals.
- Formulated financial strategies or financial plans for the Client, also monitoring the financial health.
- Created different investment plans for Clients and prepare financial analysis and reports.
Account Executive
Alpucard Online Printing
January 2020 -
April 2020
Research Assistant
School of Business and Management ITB
January 2020 -
March 2020
Business Planning and Performing
Universitas Telkom
May 2018 -
July 2018
📚 Educations
Hum, dia dari alumni mana ya?
Business Administration
(M.B.A)
School of Business and Management ITB
August 2019 -
April 2021
Finance
(S.M)
Universitas Telkom
July 2015 -
January 2019
📜 Certification and Courses
Keahlian dia apa ya?
Konsultan ini belum menambahkan data riwayat sertifikasi
📝 Apa Kata Mereka!
Periksa rating dan review yang telah dilakukan
sobat Luusi untuk konsultan ini.
Konsultan ini masih belum menerima review
🎁 Paket Konsultasi
STANDARD (2X Pertemuan - Video Call)
90 menit
konsultasi
Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 1 realisasi tujuan keuangan
PREMIUM (2X Pertemuan - Video Call)
120 menit
konsultasi
Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 3 realisasi tujuan keuangan