job description
Join a prestigious international private bank as an Assistant Relationship Manager on a 6-month contract in Bali’s thriving financial hub. This is a unique opportunity to support front-office teams in delivering exceptional wealth management services to high-net-worth clients while gaining exposure to global banking operations in a dynamic, tropical setting.
As a key member of the private banking division, you’ll collaborate with senior relationship managers to ensure seamless client experiences, compliance with regulatory standards, and the execution of tailored financial solutions. This role is ideal for professionals with a passion for finance, strong analytical skills, and a client-centric mindset. With Bali’s growing reputation as a financial and digital nomad hotspot, this position offers the perfect blend of career growth and lifestyle benefits.
If you hold CACS 1 & 2 certifications and thrive in a fast-paced, international environment, we invite you to apply and take the next step in your private banking career.
Responsibility
- Assist senior relationship managers in managing and expanding a portfolio of high-net-worth clients, ensuring personalized service and satisfaction.
- Support the preparation and execution of client meetings, including documentation, financial reviews, and investment proposals.
- Monitor and analyze client portfolios to identify opportunities for wealth optimization and risk mitigation.
- Ensure compliance with internal policies, regulatory requirements (e.g., MAS, AML), and industry best practices.
- Collaborate with cross-functional teams (e.g., credit, legal, operations) to facilitate seamless transaction processing and client onboarding.
- Conduct market research and competitor analysis to provide actionable insights for client strategies.
- Maintain accurate and up-to-date client records using CRM systems and internal databases.
- Participate in training and development programs to stay abreast of industry trends and product offerings.
Qualifications
- Minimum 3 years of experience in private banking, wealth management, or financial services, with exposure to high-net-worth clients.
- Valid CACS 1 & 2 certifications (or equivalent) are mandatory.
- Strong understanding of financial products, including investments, insurance, and estate planning.
- Excellent communication and interpersonal skills, with fluency in English; proficiency in Bahasa Indonesia or Mandarin is a plus.
- Proficient in Microsoft Office Suite (Excel, PowerPoint) and CRM systems (e.g., Salesforce, Wealth Dynamix).
- Ability to work independently, prioritize tasks, and meet tight deadlines in a fast-paced environment.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Experience with regulatory compliance (e.g., AML, KYC) and risk management frameworks.