Senior Personal Financial Consultant - Exclusive Southern Bali Region

OCBC Bank · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25,000,000 - 45,000,000
OCBC Bank is seeking a highly skilled and experienced Senior Personal Financial Consultant to join our exclusive Southern Bali region team. In this role, you will be responsible for providing personalized financial advice and solutions to our high-net-worth clients. You will work closely with a team of financial experts to deliver exceptional customer service and help clients achieve their financial goals. This is a unique opportunity to make a significant impact in the financial services industry while enjoying the beautiful and vibrant lifestyle that Bali offers.

📋 Tanggung Jawab Pekerjaan

Provide comprehensive financial advice and solutions to high-net-worth clients.,Develop and maintain strong relationships with clients to understand their financial needs and goals.,Conduct financial planning and analysis to identify opportunities for clients.,Assist clients in managing their portfolios and investments.,Stay up-to-date with the latest financial trends, regulations, and products.,Collaborate with the team to deliver exceptional customer service and support.,Participate in sales and marketing activities to attract and retain clients.,Provide training and mentorship to junior team members.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Banking, or a related field.,Minimum of 5 years of experience in financial consulting or a related field.,Strong understanding of financial products, regulations, and market trends.,Excellent communication and interpersonal skills.,Ability to work independently and as part of a team.,Proficiency in English and Bahasa Indonesia.,Valid professional certification (e.g., CFP, CFA, or equivalent) is a plus.,Experience working with high-net-worth clients is a plus.

🛠️ Keahlian

Financial planning and analysisInvestment managementClient relationship managementSales and marketingTraining and mentorshipProficiency in financial software and tools
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