Senior Financial Advisor - Expat & High-Net-Worth Client Specialist

Private Advertiser · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
USD 72000 - 108000
Are you a seasoned financial advisor looking to make a significant impact in a dynamic and international environment? We are seeking a Senior Financial Advisor to join our team in Canggu, Bali. This role is perfect for those who are passionate about helping high-net-worth individuals and expatriates achieve their financial goals. In this role, you will be responsible for providing personalized financial advice and solutions tailored to the unique needs of our clients. The ideal candidate will have a strong background in financial services, a proven track record of success, and a deep understanding of the needs of expat and high-net-worth clients.

📋 Tanggung Jawab Pekerjaan

Provide personalized financial advice and solutions to high-net-worth clients and expatriates,Develop and maintain strong relationships with clients to understand their financial goals and needs,Identify and recommend suitable financial products and services to meet clients' needs,Monitor clients' financial portfolios and provide regular updates and reports,Stay up-to-date with the latest financial trends, regulations, and best practices in the industry,Collaborate with other team members to ensure a comprehensive and integrated approach to financial planning,Assist in the development and implementation of financial strategies and solutions for clients,Provide training and support to junior financial advisors as needed

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business, or a related field,5+ years of experience as a financial advisor or in a related role,Proven track record of success in providing financial advice and solutions to high-net-worth clients,Strong understanding of the needs and concerns of expat and high-net-worth clients,Excellent communication, interpersonal, and negotiation skills,Proficiency in English and other relevant languages is a plus,Certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) are a plus,Strong analytical and problem-solving skills

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk managementClient relationship managementRegulatory complianceTraining and development
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