Senior Personal Financial Consultant - Bali (Canggu, Ubud, Denpasar)

OCBC Bank · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25000000 - 40000000
OCBC Bank is seeking a highly motivated and experienced Senior Personal Financial Consultant to join our team in Bali. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals. This role offers an exciting opportunity to work in a dynamic and international environment, with the chance to grow and develop your career within a leading financial institution.

📋 Tanggung Jawab Pekerjaan

Provide personalized financial advice and solutions to high-net-worth individuals and families.,Develop and maintain strong client relationships through regular communication and consultation.,Assist clients in managing their wealth, investments, and financial planning needs.,Stay up-to-date with the latest financial products, services, and market trends.,Collaborate with the sales and marketing teams to promote OCBC Bank's financial services.,Monitor and report on key performance indicators to ensure targets are met.,Provide training and support to junior financial consultants as needed.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in personal financial consulting or a similar role.,Strong knowledge of financial products, services, and regulations in Indonesia.,Excellent communication and interpersonal skills.,Ability to work independently and as part of a team.,Proficiency in English and Bahasa Indonesia.,Certification in financial planning (e.g., CFP, ChFC) is a plus.

🛠️ Keahlian

Financial planning and analysisWealth managementInvestment advisoryClient relationship managementSales and marketingTraining and development
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