Senior Wealth Manager - OCBC Bank (Remote in Bali)

OCBC Bank · 📍 Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 45000000 - 75000000
OCBC Bank is seeking a highly skilled and experienced Senior Wealth Manager to join our team in Bali. As a Senior Wealth Manager, you will be responsible for managing and growing our wealth management portfolio, providing exceptional service to our high-net-worth clients, and ensuring compliance with all regulatory requirements. This is a remote position, allowing you to work from the comfort of your home in Bali while contributing to the success of OCBC Bank.

📋 Tanggung Jawab Pekerjaan

Develop and implement wealth management strategies to grow and protect client portfolios.,Provide personalized financial advice and recommendations to high-net-worth clients.,Build and maintain strong relationships with clients to understand their financial goals and needs.,Monitor and report on portfolio performance, providing regular updates to clients.,Ensure compliance with all regulatory requirements and internal policies.,Collaborate with the wealth management team to identify and capitalize on new business opportunities.,Provide training and mentoring to junior wealth managers and financial advisors.,Stay up-to-date with industry trends and best practices in wealth management.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 8 years of experience in wealth management, with at least 3 years in a senior role.,Strong knowledge of Indonesian financial markets and regulations.,Professional certification in wealth management or a related field is a plus.,Excellent communication and interpersonal skills.,Strong analytical and problem-solving skills.,Proficiency in English, both written and spoken.,Experience with financial planning software and tools is a plus.

🛠️ Keahlian

Financial planningInvestment managementClient relationship managementRegulatory complianceFinancial analysisRisk management
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