Senior Wealth Manager - Exclusive Private Banking Opportunity in Bali

Phillip Securities · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 800000000 - 1500000000
Phillip Securities is seeking a highly skilled and experienced Senior Wealth Manager to join our exclusive private banking team in Canggu, Bali. This is an exciting opportunity to work with high-net-worth individuals and provide them with personalized financial services. The ideal candidate will have a proven track record in wealth management, excellent communication skills, and a deep understanding of the local market.

📋 Tanggung Jawab Pekerjaan

Manage a portfolio of high-net-worth clients, providing personalized financial advice and services.,Develop and implement tailored investment strategies to meet clients' financial goals and risk profiles.,Build and maintain strong relationships with clients, ensuring their financial needs are met.,Monitor market trends and economic conditions to provide timely advice to clients.,Leverage the company's products and services to offer comprehensive financial solutions.,Participate in client meetings and events to demonstrate the company's commitment to exceptional service.,Collaborate with other departments to ensure seamless delivery of financial services.,Stay updated with industry trends and best practices in wealth management.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in wealth management or a related field.,Proven track record of managing high-net-worth clients and growing client assets.,Strong understanding of local market conditions and investment opportunities in Bali.,Excellent communication and interpersonal skills.,Proficiency in English and Bahasa Indonesia.,Knowledge of financial regulations and compliance requirements.,Certifications such as CFA, CIM, or CFP are a plus.

🛠️ Keahlian

Portfolio managementClient relationship managementInvestment strategy developmentMarket analysisFinancial planningRisk managementSales and negotiation skillsIndustry knowledge and trends
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