Senior Wealth Planning Specialist - Bancassurance (Remote from Bali)

Hong Leong Bank · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 50000000 - 80000000
Hong Leong Bank is seeking a highly skilled and experienced Senior Wealth Planning Specialist to join our Bancassurance team. This is a remote position based in Bali, offering a competitive salary package. The ideal candidate will have a strong background in wealth planning and a proven track record of success in the financial services industry. If you are passionate about helping clients achieve their financial goals and are looking for a challenging and rewarding role, we encourage you to apply.

📋 Tanggung Jawab Pekerjaan

Develop and implement wealth planning strategies for high-net-worth individuals and families.,Conduct thorough financial assessments and provide personalized financial advice.,Build and maintain strong relationships with clients to understand their unique needs and objectives.,Monitor market trends and regulatory changes to ensure compliance and optimize investment strategies.,Collaborate with cross-functional teams to deliver exceptional customer service and support.,Prepare and present comprehensive financial reports and presentations to clients.,Stay up-to-date with industry best practices and continuously enhance professional skills.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, Business Administration, or a related field.,Minimum of 8 years of experience in wealth planning or a similar role in the financial services industry.,Strong knowledge of financial products, investment strategies, and risk management.,Excellent communication and interpersonal skills to build and maintain client relationships.,Proficiency in English and Bahasa Indonesia.,Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar are a plus.,Experience in bancassurance or working with financial institutions is preferred.

🛠️ Keahlian

Financial planning and analysisInvestment managementRisk assessment and managementClient relationship managementRegulatory complianceFinancial reporting and presentation
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