job description
Join Lks Private Wealth as a Management Associate Consultant in the heart of Bali, where you’ll play a pivotal role in managing relationships with Ultra High Net Worth (UHNW) clients. This is a unique opportunity to work in a dynamic, international environment while delivering bespoke investment solutions, family office services, and wealth transfer strategies tailored to the needs of discerning clients.
Based in Bali’s vibrant financial hub, you’ll collaborate with a team of seasoned wealth management professionals to provide high-touch, personalized advisory services. Your role will involve deep client engagement, strategic financial planning, and the execution of sophisticated wealth preservation techniques. Whether you’re advising on cross-border investments, trust structures, or succession planning, your expertise will directly impact the financial legacies of some of the world’s most affluent families.
Ideal for ambitious professionals with a passion for private wealth management, this position offers competitive compensation, career growth, and the chance to work in one of Asia’s most sought-after locations. If you thrive in a client-centric, results-driven environment, we invite you to apply and take the next step in your wealth management career.
Responsibility
- Develop and maintain long-term relationships with Ultra High Net Worth clients, understanding their financial goals and risk appetites.
- Design and implement customized investment strategies, including portfolio diversification, asset allocation, and alternative investments.
- Provide expert advice on family office services, including trust formation, estate planning, and intergenerational wealth transfer.
- Collaborate with legal, tax, and financial experts to structure tax-efficient wealth solutions for international clients.
- Monitor market trends and economic indicators to adjust client portfolios proactively and mitigate risks.
- Prepare and present comprehensive financial reports and performance reviews to clients and stakeholders.
- Stay abreast of regulatory changes in global wealth management and ensure compliance with all applicable laws.
- Identify and pursue new business opportunities within the UHNW segment to expand the client base.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFP, CFA, or CPA certification is a plus.
- Minimum 3-5 years of experience in private banking, wealth management, or financial advisory, with a focus on UHNW clients.
- Proven track record of managing high-value client portfolios and delivering measurable financial outcomes.
- Strong understanding of investment products, including equities, fixed income, private equity, and hedge funds.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with elite clients.
- Fluency in English is required; additional languages (e.g., Mandarin, Indonesian) are advantageous.
- Analytical mindset with proficiency in financial modeling, risk assessment, and portfolio management tools.
- Ability to work in a fast-paced, international environment and adapt to evolving market conditions.