Senior Wealth Advisor - Exclusive Client Portfolio

Summit Capital Partners · 📍 Bangka Belitung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 500000000 - 800000000
Summit Capital Partners is seeking a highly skilled and experienced Senior Wealth Advisor to join our exclusive client portfolio management team in Bangka Belitung. This is an exciting opportunity to work with high-net-worth individuals and families, helping them achieve their financial goals through personalized and strategic investment advice. We are looking for a professional who is passionate about financial planning and has a proven track record of success in the industry.

📋 Tanggung Jawab Pekerjaan

Develop and implement personalized investment strategies for high-net-worth clients.,Provide ongoing financial planning and wealth management services.,Monitor and manage client portfolios to ensure they align with their financial goals and risk tolerance.,Build and maintain strong relationships with clients through regular communication and trust-building.,Stay up-to-date with market trends, investment opportunities, and regulatory changes.,Educate clients on investment options, risks, and benefits.,Collaborate with other members of the investment team to ensure comprehensive and integrated client service.,Prepare and present regular reports to clients on their portfolio performance and financial health.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Certified Financial Planner (CFP) certification is preferred but not required.,Minimum of 5 years of experience in wealth management or financial advisory.,Proven track record of success in managing high-net-worth client portfolios.,Strong understanding of investment products, including equities, fixed income, and alternative investments.,Excellent communication and interpersonal skills.,Proficiency in financial modeling and analysis tools.,Ability to work independently and manage multiple client relationships simultaneously.

🛠️ Keahlian

Financial planningInvestment managementClient relationship managementMarket analysisFinancial modelingRegulatory compliance
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