Senior Financial Executive - Strategic Wealth Management & Advisory

WAYMAKER CONSULTANCY · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 45000000 - 75000000
WAYMAKER CONSULTANCY is seeking a highly skilled and experienced Senior Financial Executive to join our team in Canggu, Bali. This role offers an exciting opportunity to work in a dynamic and fast-paced environment, providing strategic wealth management and advisory services to high-net-worth individuals. The ideal candidate will have a strong background in financial planning, investment management, and a deep understanding of the Indonesian market.

📋 Tanggung Jawab Pekerjaan

Develop and implement strategic financial plans for high-net-worth clients, focusing on wealth preservation and growth.,Provide comprehensive financial advice and recommendations to clients, considering their unique financial goals and circumstances.,Manage and oversee the investment portfolios of clients, ensuring alignment with their financial objectives and risk tolerance.,Conduct regular client meetings and reviews to assess progress, address concerns, and provide updates on market trends.,Stay informed about market trends, economic indicators, and regulatory changes that may impact clients' financial situations.,Collaborate with internal teams and external partners to deliver exceptional service and achieve client satisfaction.,Monitor and report on key performance indicators (KPIs) to ensure the success of the wealth management team.,Contribute to the development and implementation of new financial products and services to meet evolving client needs.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 8 years of experience in wealth management, financial planning, or a similar role, with a proven track record of success.,Strong knowledge of Indonesian financial regulations, tax laws, and investment products.,Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar are a plus.,Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.,Proficient in using financial planning software and investment management tools.,Ability to work independently and as part of a team in a fast-paced environment.,Strong analytical and problem-solving skills, with the ability to make data-driven decisions.

🛠️ Keahlian

Financial planning and analysisInvestment managementClient relationship managementMarket research and analysisRegulatory complianceFinancial software proficiencyStrategic thinking and planningTeam collaboration and leadership
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