Senior Financial Consultant - Wealth Management & Advisory

Private Advertiser · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 15000000 - 20000000
We are seeking a highly skilled and experienced Senior Financial Consultant to join our dynamic team in Bali, Indonesia. The ideal candidate will have a strong background in wealth management and advisory services, with a proven track record of delivering exceptional financial solutions to high-net-worth individuals and families. This role offers a competitive salary package and the opportunity to work in a vibrant and culturally rich environment.

📋 Tanggung Jawab Pekerjaan

Provide comprehensive financial planning and investment advisory services to high-net-worth clients.,Develop and implement tailored financial strategies to meet clients' unique needs and goals.,Monitor and manage investment portfolios, ensuring alignment with clients' objectives and risk tolerance.,Conduct regular client meetings to review financial performance and provide ongoing advice.,Stay updated with the latest financial trends, market developments, and regulatory changes.,Collaborate with internal teams to ensure seamless execution of financial strategies.,Build and maintain strong client relationships, fostering trust and loyalty.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 5 years of experience in wealth management and advisory services.,Professional certification in financial planning (e.g., CFP, CFA, or similar) is a plus.,Strong knowledge of Indonesian and international financial markets and regulations.,Excellent communication and interpersonal skills to build and maintain client relationships.,Proficient in using financial planning software and investment analysis tools.,Fluency in English and Bahasa Indonesia is required.

🛠️ Keahlian

Financial planning and investment advisoryPortfolio managementClient relationship managementMarket analysis and trend forecastingRegulatory complianceFinancial software proficiency
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