Senior Personal Wealth Manager - Bali (Hybrid/Remote Options)

Private Wealth Advisory Firm · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
USD 4000 - 6000
We are seeking a highly skilled and experienced Senior Personal Wealth Manager to join our dynamic team in Bali. This role offers a unique opportunity to work in a hybrid or remote setup, providing flexibility and the chance to contribute to our clients' financial success. As a Senior Personal Wealth Manager, you will play a pivotal role in managing and growing our clients' wealth through personalized financial strategies and exceptional service.

📋 Tanggung Jawab Pekerjaan

Develop and implement personalized wealth management strategies for high-net-worth individuals and families.,Provide ongoing financial planning, investment management, and tax optimization services.,Build and maintain strong relationships with clients to understand their unique financial goals and needs.,Monitor market trends and economic conditions to provide timely advice and recommendations.,Collaborate with other team members to ensure comprehensive and integrated financial solutions.,Stay up-to-date with industry best practices and regulatory requirements.,Educate clients on financial products and services to empower them to make informed decisions.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,5+ years of experience in personal wealth management or a similar role.,Professional certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) is a plus.,Strong understanding of Indonesian financial markets and regulations.,Excellent communication and interpersonal skills.,Proficient in English and Bahasa Indonesia.,Experience with financial planning software and tools is a plus.

🛠️ Keahlian

Financial planning and analysisInvestment managementTax optimizationClient relationship managementMarket analysis and trend forecastingRegulatory complianceFinancial education and training
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