Senior Financial Adviser - Wealth Management

Private Advertiser · 📍 Canggu,Ubud,Denpasar,Jimbaran,Nusa Dua,Kuta,Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 300000000 - 600000000
We are seeking a highly skilled and experienced Senior Financial Adviser to join our dynamic team in Bali, Indonesia. This role offers a unique opportunity to work in a vibrant and international environment, providing personalized wealth management services to our clients. The ideal candidate will have a strong background in financial planning and a proven track record of delivering exceptional client service.

📋 Tanggung Jawab Pekerjaan

Provide comprehensive financial planning and wealth management services to high-net-worth individuals and families.,Develop and implement personalized financial strategies to meet clients' unique goals and objectives.,Conduct thorough financial analyses and provide regular reviews to ensure clients' portfolios are aligned with their needs.,Build and maintain strong relationships with clients, understanding their financial needs and providing ongoing support.,Stay up-to-date with the latest financial trends, regulations, and market developments to provide informed advice.,Manage a portfolio of clients, ensuring they receive the highest level of service and satisfaction.,Collaborate with internal teams and external partners to deliver integrated financial solutions.,Participate in team meetings and contribute to the development of best practices and processes.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in financial advisory or wealth management.,Professional certification such as CFA, CFP, or equivalent is a plus.,Strong understanding of Indonesian financial markets and regulations.,Excellent communication and interpersonal skills.,Proven ability to build and maintain client relationships.,Strong analytical and problem-solving skills.,Fluency in English and Bahasa Indonesia.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and managementClient relationship managementMarket research and trend analysisRegulatory compliance
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