Senior Investment Counsellor - High-Net-Worth & Family Office Clients

Private Advertiser · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
USD 7000 - 9000
We are seeking a highly skilled and experienced Senior Investment Counsellor to join our team in Canggu, Bali. This role is perfect for professionals who are passionate about financial planning and investment advisory for high-net-worth and family office clients. The ideal candidate will have a strong understanding of the local market and a proven track record in managing complex investment portfolios.

📋 Tanggung Jawab Pekerjaan

Provide personalized investment advice and financial planning services to high-net-worth and family office clients.,Develop and implement investment strategies that align with clients' financial goals and risk tolerance.,Monitor and manage clients' investment portfolios, ensuring optimal performance and compliance with regulatory requirements.,Build and maintain strong relationships with clients, understanding their unique needs and providing exceptional service.,Stay updated with market trends, investment opportunities, and regulatory changes to provide informed advice.,Collaborate with the investment team to ensure a cohesive and integrated approach to client portfolios.,Conduct regular reviews and updates with clients to assess their financial situation and adjust strategies as needed.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in investment advisory, financial planning, or a related field.,Proven track record of managing complex investment portfolios for high-net-worth and family office clients.,Strong knowledge of local and international financial markets, investment products, and regulatory frameworks.,Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.,Proficiency in English, both written and spoken.,Knowledge of Indonesian market and regulations is a plus.,Certifications such as CFA, CFP, or similar are a plus.

🛠️ Keahlian

Financial planning and investment advisoryPortfolio managementClient relationship managementMarket analysis and trend identificationRegulatory complianceRisk managementCommunication and presentation skillsTechnical proficiency in financial software and tools
Siap Melamar?
Kirim lamaran sekarang sebelum batas waktu.🚀 Lamar Sekarang

Lowongan Terkait