Senior Wealth Manager - Financial Advisory

Robert Walters · 📍 Canggu,Ubud,Denpasar,Jimbaran,Nusa Dua,Kuta,Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 50000000 - 60000000
Robert Walters is seeking a highly skilled and experienced Senior Wealth Manager to join our dynamic team in Bali, Indonesia. In this role, you will be responsible for providing exceptional financial advisory services to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management and a deep understanding of the local and international financial markets. This is an exciting opportunity to work in a vibrant and fast-paced environment while making a significant impact on clients' financial lives.

📋 Tanggung Jawab Pekerjaan

Develop and implement comprehensive financial strategies for high-net-worth clients.,Provide personalized financial planning and investment advice.,Build and maintain strong relationships with clients to understand their unique financial goals and needs.,Monitor and analyze market trends to identify investment opportunities and risks.,Prepare and present regular financial reports to clients.,Collaborate with cross-functional teams to ensure seamless service delivery.,Stay up-to-date with regulatory requirements and industry best practices.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, or a related field.,Minimum of 5 years of experience in wealth management or a similar role.,Certification in financial planning (e.g., CFP, ChFC, or equivalent) is a plus.,Strong knowledge of Indonesian and international financial markets.,Excellent communication and interpersonal skills.,Proficiency in English and Bahasa Indonesia.,Ability to work independently and as part of a team.,Proven track record of achieving sales targets and client satisfaction.

🛠️ Keahlian

Financial planning and analysisInvestment managementClient relationship managementMarket research and analysisRegulatory compliancePresentation and reporting skills
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