Senior Wealth Planner - Exclusive Financial Advisory Role in Bali

Private Advertiser · 📍 Canggu,Ubud,Denpasar,Jimbaran,Nusa Dua,Kuta,Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 15000000 - 22500000

Are you a seasoned Wealth Planner looking for an exclusive opportunity to make a significant impact in Bali's vibrant financial landscape? We are seeking a Senior Wealth Planner to join our prestigious team. This role offers the chance to work with high-net-worth individuals and provide tailored financial advice in one of the world's most desirable destinations.

As a Senior Wealth Planner, you will be responsible for developing and implementing comprehensive financial strategies for our clients. You will collaborate with a team of financial experts to ensure our clients' financial goals are met with precision and care.

If you are passionate about financial planning and eager to work in a dynamic and rewarding environment, we invite you to apply. Join us in shaping the financial futures of our clients in Bali.

📋 Tanggung Jawab Pekerjaan

Develop and implement personalized financial plans for high-net-worth individuals.,Provide ongoing financial advice and guidance to clients.,Conduct market research and stay updated on financial trends and regulations.,Collaborate with a team of financial experts to ensure comprehensive client service.,Build and maintain strong relationships with clients to understand their unique financial needs.,Monitor and report on client portfolios, providing regular updates and recommendations.,Assist in the recruitment and training of junior financial advisors.,Participate in networking events and industry conferences to expand professional connections.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, or a related field.,5+ years of experience in wealth planning or financial advisory.,Certification in financial planning (e.g., CFP, ChFC) is a plus.,Strong understanding of Indonesian and international financial markets.,Excellent communication and interpersonal skills.,Proficiency in English and Bahasa Indonesia.,Knowledge of financial planning software and tools.,Ability to manage multiple client relationships simultaneously.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and managementClient relationship managementMarket research and trend analysisRegulatory complianceTeam leadership and mentoringNetworking and industry engagement
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