Senior Wealth Management Executive - High-Net-Worth Client Relations

Areca Capital · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 15000000 - 20000000
Areca Capital is seeking a highly skilled and experienced Senior Wealth Management Executive to join our dynamic team in Canggu, Bali. In this role, you will be responsible for managing and growing our high-net-worth client portfolio, ensuring their financial goals are met with exceptional service and strategic advice. This is an exciting opportunity to work in a vibrant and international environment, contributing to the success of a leading financial institution.

📋 Tanggung Jawab Pekerjaan

Develop and maintain strong relationships with high-net-worth clients, providing personalized financial advice and services.,Assess and analyze client financial situations to develop tailored wealth management strategies.,Oversee the implementation of investment and financial planning solutions for clients.,Monitor client portfolios and provide regular reports on performance and market trends.,Collaborate with the investment team to ensure optimal asset allocation and risk management.,Attend networking events and industry conferences to stay updated on market trends and client needs.,Provide exceptional customer service and support to clients, addressing their queries and concerns promptly.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in wealth management or a similar financial services role.,Proven track record of managing high-net-worth clients and growing client portfolios.,Strong understanding of Indonesian financial markets and regulations.,Excellent communication, negotiation, and interpersonal skills.,Proficiency in English and Bahasa Indonesia is a must.,Knowledge of financial planning tools and technologies is a plus.,Valid CFA or CPA certification is a plus.

🛠️ Keahlian

Client relationship managementFinancial planning and analysisInvestment managementRisk assessment and managementNetworking and event planningCustomer service and support
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