Global Wealth Management Expert
2 weeks ago
**Role Overview**
We are seeking an experienced Senior Wealth Manager to join our global team at Click and Connect Online Limited in Indonesia. As a key member of our wealth management team, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services.
- Portfolio Management: Monitor and manage client portfolios, staying updated with global financial markets, economic trends, and investment opportunities.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
Qualifications:
- Education: A Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
- Experience: Minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM.
- Skills: Strong analytical and quantitative skills, excellent communication and interpersonal skills, proven ability to build and maintain relationships with affluent clients, proficiency in using financial planning and portfolio management tools, and ability to work independently and as part of a team.
What We Offer:
A competitive package with attractive income retention, comprehensive benefits with long-term incentives, opportunities for professional growth and development, a collaborative and innovative work environment, and access to cutting-edge digital tools and platforms.
We are seeking advisors who are eager to transform their potential book into a steady and profitable income stream, while also providing valuable benefits to their clients. The ideal candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.
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