job description
Join Great Eastern Private, a pillar of financial excellence with 117 years of heritage and the backing of the robust OCBC Group. As a High Net Worth Case Manager in our Centre of Excellence, you will play a pivotal role in delivering bespoke wealth management solutions to our most discerning clients in Bali’s premium markets, including Canggu, Ubud, and Nusa Dua.
This is a unique opportunity to work with ultra-high-net-worth individuals (UHNWIs), providing personalized financial planning, investment advisory, and legacy structuring while leveraging Great Eastern’s comprehensive suite of private banking and insurance products. You will collaborate with a multidisciplinary team of wealth advisors, legal experts, and investment specialists to ensure seamless, white-glove service for clients who demand the highest standards of discretion and expertise.
Based in the vibrant and strategic location of Badung, Bali, you will have the chance to build long-term relationships with a global clientele while enjoying the dynamic lifestyle of one of Southeast Asia’s most sought-after destinations.
Responsibility
- Manage a portfolio of high-net-worth clients, providing tailored financial solutions including investment management, estate planning, and risk mitigation.
- Conduct in-depth financial needs analyses and develop customized wealth strategies aligned with clients’ long-term goals.
- Coordinate with internal and external stakeholders (e.g., private bankers, tax advisors, legal counsel) to deliver integrated financial solutions.
- Ensure compliance with regulatory requirements and internal policies while maintaining the highest standards of confidentiality.
- Proactively identify cross-selling opportunities for Great Eastern’s premium products, including private insurance, investment-linked policies, and legacy planning tools.
- Monitor market trends and economic developments to provide timely, data-driven advice to clients.
- Prepare and present comprehensive financial reports and performance reviews to clients in a clear, actionable manner.
- Cultivate and maintain strong client relationships through regular engagement, exclusive events, and proactive service.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFP, CFA, or similar certifications are a plus.
- Minimum 5 years of experience in wealth management, private banking, or financial advisory, with a focus on high-net-worth clients.
- Proven track record of managing complex financial portfolios and delivering measurable client outcomes.
- Deep understanding of investment products, tax optimization, and estate planning for affluent individuals.
- Exceptional communication and interpersonal skills, with the ability to build trust and rapport with elite clientele.
- Strong analytical and problem-solving abilities, with a client-centric approach to financial planning.
- Familiarity with regulatory frameworks in Indonesia and international wealth management (e.g., FATCA, CRS).
- Fluency in English is mandatory; proficiency in Bahasa Indonesia or Mandarin is advantageous.