Senior Private Wealth Relationship Manager (Private + Priority Wealth)

BGC Group · 📍 Canggu,Ubud,Denpasar,Jimbaran,Nusa Dua,Kuta,Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
MYR 12000 - 18000
BGC Group is seeking a highly skilled and experienced Senior Private Wealth Relationship Manager to join our team in Bali. The ideal candidate will have a proven track record in managing high-net-worth clients and will be responsible for building and maintaining strong relationships with our clients. This role offers a competitive salary and a dynamic work environment in one of Bali's most sought-after locations.

📋 Tanggung Jawab Pekerjaan

Manage and maintain relationships with high-net-worth clients, ensuring their financial needs are met and their satisfaction is maintained.,Develop and implement strategies to grow client portfolios and increase client retention.,Provide financial advice and guidance to clients, helping them make informed investment decisions.,Monitor market trends and economic conditions to identify opportunities and risks for clients.,Prepare and present regular reports to clients, highlighting their portfolio performance and providing insights.,Build and maintain strong relationships with other financial professionals, such as accountants, lawyers, and insurance advisors.,Attend networking events and industry conferences to stay up-to-date with the latest trends and best practices.,Provide exceptional customer service and support to clients, ensuring their needs are met and their expectations are exceeded.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in private wealth management or a related field.,Proven track record of managing high-net-worth clients and growing client portfolios.,Strong knowledge of financial products and services, including investments, insurance, and trusts.,Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and other professionals.,Strong analytical and problem-solving skills, with the ability to identify opportunities and risks for clients.,Proficiency in English, both written and spoken.,Valid professional certification, such as CFA, CFP, or CIM, is a plus.

🛠️ Keahlian

Financial planning and analysisInvestment managementClient relationship managementMarket research and analysisReporting and presentation skillsNetworking and event managementCustomer service and supportProficiency in financial software and tools
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