Financial Services Expert with Indonesia Client Focus
3 days ago
Company Overview
Hebden Consulting is an independent financial advisory firm operating in Malaysia and London. We specialize in serving international expats, providing a comprehensive range of services including wealth management, pension planning, private banking, and portfolio review.
We prioritize understanding our clients as individuals and creating tailored financial plans to help them achieve their life goals.
About the Job
This role involves cultivating and managing relationships with high-net-worth clients in Indonesia, devising personalized financial plans, and guiding clients towards financial success.
Key Responsibilities
- Client Relationship Management: Building and maintaining strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Developing comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Strategy: Creating and implementing personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
- Portfolio Management: Monitoring and managing client portfolios.
- Market Analysis: Staying updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Client Education: Educating clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Compliance: Ensuring all advisory activities comply with regulatory standards and company policies.
- Collaboration: Working closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.
Qualifications and Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) are also required.
- A minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM.
- 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.
- Ability to work independently and as part of a team.
- In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
- Fluency in English is required.
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.
- Access to cutting-edge digital tools and platforms.
Salary: We offer a salary range of $80,000 - $120,000 per annum, commensurate with experience.
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