Personal Wealth Manager - Global Consumer Financial Services

Join OCBC Bank as a Personal Wealth Manager in beautiful Bali and take your career to new heights in the dynamic world of global consumer financial services. In this role, you will be at the forefront of delivering exceptional wealth management solutions to high-net-worth individuals and families, leveraging OCBC's global platform and expertise.

As a Personal Wealth Manager, you will work closely with clients to understand their unique financial goals and challenges, crafting personalized strategies that align with their aspirations. You will utilize OCBC's wealth management tools, including the OCBC Wealth Manager platform, to provide comprehensive financial planning, investment advisory, and risk management services.

📋 Tanggung Jawab Pekerjaan

• Develop and maintain strong client relationships by providing exceptional service and financial expertise
• Conduct in-depth financial planning sessions to understand clients' needs and objectives
• Create and implement personalized financial strategies using OCBC Wealth Manager platform
• Monitor and manage clients' portfolios, ensuring they align with their financial goals
• Provide ongoing financial advice and guidance to clients, helping them navigate market fluctuations
• Stay up-to-date with industry trends, regulations, and best practices in wealth management
• Collaborate with cross-functional teams to deliver integrated financial solutions
• Contribute to the development and implementation of sales and marketing strategies for wealth management products

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or related field
• Minimum 5 years of experience in wealth management, financial planning, or related roles
• Professional certification in financial planning, such as CFP (Certified Financial Planner) or CERTIFIED FINANCIAL PLANNER™
• Strong understanding of investment products, risk management, and financial planning principles
• Excellent communication and interpersonal skills to build and maintain client relationships
• Proficiency in English, both written and spoken
• Knowledge of OCBC Wealth Manager platform and other relevant financial software
• Ability to work independently and as part of a team in a fast-paced environment

🛠️ Keahlian

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