Deskripsi Pekerjaan
Are you a seasoned financial professional looking to redefine wealth management? PT KAYA LAUTAN PERMATA is seeking a high-caliber Senior Wealth Management Advisor to join our elite team in Jakarta Selatan. In this pivotal role, you will leverage our cutting-edge AI-driven wealth solutions to provide bespoke financial guidance to High Net Worth (HNWI) and Ultra-High Net Worth (UHNWI) individuals.
You will be responsible for driving significant Assets Under Management (AUM) growth by cultivating deep, trust-based relationships with our most valued clients. At Kaya, we combine the precision of advanced technology with the empathy of human expertise, empowering you to deliver superior portfolio outcomes in an increasingly complex market.
The successful candidate will possess a deep understanding of financial markets, tax-efficient investment strategies, and estate planning, ensuring that every interaction delivers unparalleled value. Join us in shaping the future of wealth management in Indonesia.
Tanggung Jawab
- Develop and execute comprehensive wealth management strategies tailored to HNWI/UHNWI client goals.
- Proactively manage and expand existing client portfolios to drive sustainable AUM growth.
- Leverage company-proprietary AI tools to generate data-backed investment insights and portfolio recommendations.
- Provide expert advice on investment diversification, asset allocation, and market risk management.
- Coordinate with internal financial planners, tax advisors, and legal specialists to deliver holistic financial solutions.
- Represent PT KAYA LAUTAN PERMATA in networking events and industry conferences to enhance firm presence.
- Maintain rigorous compliance standards while ensuring an exceptional client experience across all touchpoints.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; MBA or CFA charter holder is highly preferred.
- Minimum of 5-7 years of professional experience in wealth management, private banking, or investment advisory.
- Proven track record of managing a portfolio of HNWI/UHNWI clients with measurable success in AUM growth.
- Deep understanding of financial products, including equities, fixed income, alternative investments, and derivatives.
- Exceptional interpersonal, negotiation, and communication skills in both Bahasa Indonesia and English.
- Strong analytical mindset with a comfort level in utilizing financial technology and AI-driven platforms.
- Active WMI (Wakil Manajer Investasi) or equivalent professional certifications are required.