Senior Wealth Planner - Financial Advisory & Investment Strategies (Bali, Indonesia)

New Heart Network Agency · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 45000000 - 60000000
New Heart Network Agency is seeking a talented and experienced Senior Wealth Planner to join our team in Bali, Indonesia. In this role, you will be responsible for providing comprehensive financial advisory and investment strategies to our high-net-worth clients. You will work closely with our team of financial experts to ensure our clients' financial goals are met and exceeded.

📋 Tanggung Jawab Pekerjaan

Develop and implement personalized financial plans for high-net-worth clients.,Provide investment advice and strategies to optimize clients' portfolios.,Monitor and analyze market trends and economic conditions to provide timely advice.,Build and maintain strong relationships with clients to understand their financial needs and goals.,Prepare and present financial reports and recommendations to clients and stakeholders.,Stay up-to-date with the latest financial regulations and industry best practices.,Collaborate with cross-functional teams to ensure seamless delivery of financial services.,Identify and pursue new business opportunities to grow the agency's client base.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in financial advisory or wealth management.,Certification in financial planning (CFP, CFA, or similar) is a plus.,Strong understanding of Indonesian financial markets and regulations.,Excellent communication and interpersonal skills.,Proficient in English and Bahasa Indonesia.,Ability to work independently and as part of a team.,Strong analytical and problem-solving skills.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and managementClient relationship managementReporting and presentation skillsIndonesian financial market knowledgeRegulatory complianceBusiness development
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