job description
Are you a driven and client-focused professional with a passion for wealth management? Good Job Creations is seeking a Wealth Relationship Manager to join our elite team in Bali, delivering tailored financial solutions to high-net-worth clients in the banking and financial services sector.
In this role, you will build and nurture long-term relationships with affluent clients, providing expert advice on investment strategies, portfolio management, and wealth preservation. You’ll work in a dynamic, fast-paced environment where your financial acumen and client-centric approach will directly impact client satisfaction and business growth.
Based in the vibrant regions of Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, this position offers a competitive base salary of $3,600 - $4,500 SGD per month, complemented by a high commission structure that rewards your performance and success.
If you thrive in a results-driven environment and are committed to delivering exceptional financial services, we invite you to apply and take the next step in your career with us.
Responsibility
- Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and needs.
- Provide personalized wealth management solutions, including investment advice, portfolio diversification, and risk management.
- Conduct thorough financial assessments and present tailored strategies to optimize client wealth.
- Monitor market trends, economic conditions, and regulatory changes to provide up-to-date financial recommendations.
- Collaborate with internal teams, including private bankers and investment analysts, to deliver comprehensive financial services.
- Ensure compliance with all banking regulations, anti-money laundering (AML) policies, and internal procedures.
- Achieve and exceed sales targets by effectively promoting banking products and services.
- Prepare and present regular financial reports and performance reviews to clients and management.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. A Master’s degree or CFA/CFP certification is a plus.
- Minimum of 3-5 years of experience in wealth management, private banking, or financial advisory roles.
- Proven track record of managing high-net-worth client portfolios and achieving sales targets.
- Strong knowledge of financial markets, investment products, and wealth management strategies.
- Excellent communication, negotiation, and interpersonal skills to build trust and rapport with clients.
- Proficiency in financial analysis tools and CRM software.
- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Familiarity with regulatory requirements in the banking and financial services industry.