job description
Join MyWealth SG as a Senior Wealth Manager in the vibrant heart of Bali, where you’ll deliver bespoke financial planning, investment, and protection solutions to high-net-worth individuals, expatriate families, and international businesses. This is a rare opportunity to leverage your expertise in asset management, tax optimization, and legacy planning while enjoying Bali’s dynamic lifestyle in locations like Canggu, Ubud, or Denpasar.
As a trusted advisor, you will build long-term client relationships by understanding their unique financial goals and crafting tailored wealth strategies that align with global market trends. With a competitive salary package and the flexibility to work in Bali’s most sought-after areas, this role offers both professional growth and an unparalleled work-life balance.
Ideal for certified financial planners (CFP), chartered wealth managers, or seasoned bankers with a passion for client-centric advisory, this position combines strategic financial insight with the opportunity to thrive in one of Southeast Asia’s most dynamic financial hubs.
Responsibility
- Develop and implement comprehensive financial plans covering investments, insurance, retirement, and estate planning for diverse clientele.
- Conduct in-depth financial needs analyses to identify client objectives, risk tolerance, and liquidity requirements.
- Manage and grow a portfolio of high-net-worth clients, ensuring personalized service and proactive wealth management.
- Stay abreast of global market trends, regulatory changes, and tax laws to provide up-to-date, compliant advice.
- Collaborate with legal, tax, and investment specialists to deliver integrated financial solutions.
- Host exclusive client workshops and seminars on wealth preservation, investment strategies, and financial literacy.
- Leverage CRM tools to track client interactions, portfolio performance, and service opportunities.
- Uphold the highest ethical standards and confidentiality in all client engagements.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related fields; MBA or CFP certification is a plus.
- Minimum 5 years of experience in wealth management, private banking, or financial advisory.
- Proven track record of managing client portfolios with a focus on high-net-worth individuals.
- Strong knowledge of investment products (equities, bonds, ETFs, alternative investments) and risk management strategies.
- Excellent communication and interpersonal skills to build trust with diverse, international clients.
- Familiarity with cross-border financial regulations and tax implications for expatriates.
- Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
- Fluency in English; additional languages (e.g., Mandarin, Indonesian) are advantageous.