job description
Are you a dynamic and client-focused professional with a passion for finance and wealth management? PERSOL is seeking a Wealth Portfolio Consultant to join our team in Bali. This is a unique opportunity to leverage your financial expertise while building meaningful relationships with high-net-worth clients.
In this role, you will provide tailored financial advice, manage investment portfolios, and help clients achieve their long-term financial goals. If you thrive in a fast-paced environment, enjoy solving complex financial challenges, and take pride in delivering exceptional service, this position is perfect for you.
As part of a globally recognized firm, you’ll have access to cutting-edge financial tools, continuous professional development, and a collaborative work culture that values innovation and integrity. Whether you’re advising on asset allocation, retirement planning, or wealth preservation, your insights will directly impact our clients’ financial success.
Join us in Bali—a vibrant hub for finance professionals—and take the next step in your career with a company that invests in your growth.
Responsibility
- Develop and implement personalized wealth management strategies for high-net-worth clients.
- Conduct in-depth financial assessments to identify client needs, risk tolerance, and investment objectives.
- Manage and optimize investment portfolios, ensuring alignment with client goals and market conditions.
- Provide expert advice on asset allocation, tax planning, estate planning, and retirement solutions.
- Build and maintain strong client relationships through regular communication and proactive service.
- Stay updated on global financial markets, economic trends, and regulatory changes to inform client recommendations.
- Collaborate with internal teams (e.g., private banking, legal, tax) to deliver comprehensive financial solutions.
- Prepare and present detailed financial reports, performance reviews, and investment proposals.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFA, CFP, or similar certifications are a plus.
- Minimum of 3 years of experience in wealth management, private banking, or financial advisory roles.
- Proven track record of managing client portfolios and achieving financial targets.
- Strong analytical skills with proficiency in financial modeling and portfolio management tools.
- Excellent communication and interpersonal skills to build trust with diverse clients.
- Deep understanding of investment products, including equities, bonds, mutual funds, and alternative investments.
- Familiarity with regulatory compliance and ethical standards in financial advisory (e.g., AML, KYC).
- Ability to work independently and as part of a team in a high-pressure environment.