job description
Join a prestigious financial advisory firm as a Senior Investment Counsellor, specializing in serving High-Net-Worth Individuals (HNWI) and Family Offices in the dynamic markets of Southeast Asia. Based in the vibrant hub of Canggu, Bali, you will play a pivotal role in delivering tailored investment strategies, wealth management solutions, and financial planning to an exclusive clientele.
This is a unique opportunity to leverage your expertise in private banking, portfolio management, and asset allocation while working in a tropical paradise with a global client base. The role demands a deep understanding of alternative investments, tax optimization, and multi-generational wealth preservation, coupled with exceptional relationship-building skills.
If you are a results-driven financial professional with a passion for helping ultra-affluent clients grow and protect their wealth, we invite you to apply. Enjoy a competitive compensation package, a collaborative work environment, and the chance to make a lasting impact in the world of high-net-worth advisory services.
Responsibility
- Develop and implement customized investment strategies for HNWI and Family Office clients, aligning with their financial goals and risk tolerance.
- Provide comprehensive wealth management advice, including asset allocation, portfolio diversification, and tax-efficient structuring.
- Conduct in-depth financial needs analysis and present tailored solutions across equities, fixed income, private equity, and alternative investments.
- Build and maintain long-term relationships with high-net-worth clients, ensuring trust and confidence through transparent and ethical advisory.
- Stay abreast of global market trends, regulatory changes, and economic indicators to provide proactive and informed recommendations.
- Collaborate with legal, tax, and estate planning professionals to deliver holistic financial solutions.
- Prepare and present detailed investment reports and performance reviews to clients and stakeholders.
- Identify and capitalize on new business opportunities within the HNWI and Family Office segments.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field; CFA, CFP, or similar certifications are a plus.
- Minimum 5 years of experience in private banking, wealth management, or investment advisory, with a focus on HNWI clients.
- Proven track record of managing and growing high-net-worth portfolios with a value of $10M+.
- Deep knowledge of investment products, including equities, bonds, hedge funds, real estate, and private equity.
- Exceptional analytical, communication, and presentation skills with the ability to simplify complex financial concepts.
- Strong networking and relationship management skills with a client-centric approach.
- Familiarity with international tax laws, estate planning, and cross-border wealth management.
- Fluency in English; additional languages (e.g., Mandarin, Indonesian) are advantageous.