Senior Wealth Advisor - High-Net-Worth Client Management (Full-Time)

ProVision Wealth Advisory · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
USD 7000 - 10000
ProVision Wealth Advisory is seeking a highly skilled and experienced Senior Wealth Advisor to join our team in Canggu, Bali. In this role, you will be responsible for managing and growing our portfolio of high-net-worth clients, providing exceptional financial advice and service. This is a full-time position offering a competitive salary package.

📋 Tanggung Jawab Pekerjaan

Manage a portfolio of high-net-worth clients, providing personalized financial advice and service.,Develop and implement tailored investment strategies to meet clients' financial goals and risk tolerances.,Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.,Stay up-to-date with the latest financial trends, regulations, and market developments.,Provide regular financial planning and investment reviews to clients.,Collaborate with the ProVision Wealth Advisory team to ensure high-quality service delivery.,Assist in the development and implementation of marketing strategies to attract and retain high-net-worth clients.,Participate in professional development activities to enhance your financial advisory skills.

🎓 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.,Professional certification in financial planning (e.g., CFP, ChFC, or equivalent) is a plus.,Strong understanding of Indonesian and international financial markets, regulations, and investment products.,Excellent communication, interpersonal, and negotiation skills.,Proven track record of managing high-net-worth clients and growing client assets.,Proficiency in English and Bahasa Indonesia.,Familiarity with financial planning software and investment management systems.

🛠️ Keahlian

Financial planning and analysisInvestment managementClient relationship managementMarketing and salesRegulatory complianceProfessional development and continuous learning
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