Senior Wealth Portfolio Consultant - Remote (Bali, Indonesia)
OCBC Bank · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 500000000 - 800000000
OCBC Bank is seeking a highly skilled and experienced Senior Wealth Portfolio Consultant to join our team in Bali. This is a remote position, offering the flexibility to work from the comfort of your home while contributing to the growth and success of OCBC Bank. As a Senior Wealth Portfolio Consultant, you will play a crucial role in advising and assisting high-net-worth individuals and families in managing their wealth effectively.
In this role, you will have the opportunity to work with a diverse range of clients, providing them with personalized financial advice and solutions tailored to their unique needs and goals. You will be responsible for developing and implementing wealth management strategies that align with your clients' objectives and risk tolerance.
If you are a passionate and dedicated professional with a strong background in wealth management, we invite you to join our team and help shape the future of OCBC Bank in Bali.
📋 Tanggung Jawab Pekerjaan
Tanggung Jawab:
Provide personalized financial advice and solutions to high-net-worth individuals and families.Develop and implement wealth management strategies tailored to clients' objectives and risk tolerance.Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.Monitor and review clients' portfolios regularly to identify opportunities for optimization and growth.Stay up-to-date with the latest industry trends, regulations, and best practices in wealth management.Assist in the development and implementation of training programs for junior consultants.Contribute to the overall success and growth of the wealth management team in Bali.Participate in cross-functional projects and initiatives as required.🎓 Kualifikasi & Syarat
Kualifikasi:
Bachelor's degree in Finance, Economics, Business Administration, or a related field.Minimum of 5 years of experience in wealth management or a related field.Professional certification in wealth management, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), is a plus.Strong knowledge of financial products, investment strategies, and risk management techniques.Excellent communication, interpersonal, and presentation skills.Ability to work independently and as part of a team in a fast-paced environment.Proficiency in English, both written and spoken.Familiarity with Indonesian market and regulations is a plus.🛠️ Keahlian
Financial planninginvestment analysisrisk managementclient relationship managementmarket researchtraining and development
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