Indonesia Job Openings
JagaKeuangan.com
Wealth Management Consultant
Surabaya
FULL TIME
September 2, 2024
We are in search of an experienced and proactive Wealth Management Consultant to join our firm. This role involves providing high-net-worth clients with comprehensive wealth management services to help them grow and preserve their assets.
Responsibilities
- Develop and execute individualized wealth management strategies that align with clients’ financial goals and risk tolerance.
- Offer advice on investment management, estate planning, tax strategies, and retirement planning.
- Analyze clients' financial status and investment portfolios to recommend improvements and adjustments.
- Provide ongoing support and review of clients' financial plans to ensure they meet evolving needs and market conditions.
- Build and foster long-term relationships with clients by offering expert advice and personalized service.
- Stay current on market trends, investment opportunities, and regulatory changes to provide informed recommendations.
- Meet performance targets related to client acquisition, asset growth, and client satisfaction.
- Experience: Significant experience in wealth management or a similar advisory role, particularly with high-net-worth individuals.
- Education: Bachelor’s degree in Finance, Economics, or a related field; advanced degrees or certifications (e.g., CFA) are preferred.
- Skills: Strong analytical abilities, communication, and relationship management skills.
- Knowledge: Extensive understanding of financial markets, investment products, and estate planning.
"Please be aware of the Fraud Company. The company will never be collecting any payment in the process of interview. Please immediately report to us if there's any companies that collecting payment to the Jobseekers."
We regret to inform you that this job opportunity is no longer available as it has expired
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