job description
Join Ascend Wealth Capital as an Investment Consultant and accelerate your career in global wealth management. This is a unique opportunity to work with leading investment fund houses managing billions in assets, while enjoying the vibrant lifestyle of Bali. You'll collaborate with high-net-worth clients and institutional investors, providing strategic investment advice and portfolio solutions.
Based in Bali's dynamic financial hubs (Canggu, Ubud, Denpasar, or other key locations), you'll leverage cutting-edge financial tools and market insights to deliver exceptional client outcomes. This role offers unparalleled exposure to global markets, professional growth, and the chance to make a tangible impact in the financial services industry.
Ascend Wealth Capital is committed to fostering a culture of excellence, innovation, and work-life balance. If you're passionate about finance and eager to thrive in a fast-paced, international environment, we'd love to hear from you.
Responsibility
- Provide tailored investment advice to high-net-worth individuals and institutional clients.
- Analyze market trends, economic indicators, and financial data to inform investment strategies.
- Collaborate with global fund managers to curate diversified portfolio solutions.
- Conduct risk assessments and ensure compliance with regulatory standards.
- Build and maintain strong client relationships through regular consultations and performance reviews.
- Develop and present comprehensive financial reports and investment proposals.
- Stay updated on global financial markets and emerging investment opportunities.
- Participate in business development initiatives to expand the client base.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field (Master's preferred).
- Minimum 3 years of experience in investment consulting, wealth management, or financial advisory.
- Strong understanding of global financial markets, asset classes, and portfolio management.
- Excellent analytical, communication, and presentation skills.
- Proven track record of client relationship management and business development.
- Proficiency in financial modeling and investment analysis tools.
- Relevant certifications (e.g., CFA, CFP) are a plus.
- Ability to work independently and collaboratively in a remote/hybrid setting.