Senior Relationship Manager - Wealth & Investment (Portfolio Management)

AXA · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 25,000,000 - 40,000,000
AXA is seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth & Investment team in Canggu, Bali. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and institutional clients. You will play a crucial role in portfolio management, ensuring client satisfaction and maximizing investment performance.

📋 Tanggung Jawab Pekerjaan

Develop and maintain strong relationships with high-net-worth individuals and institutional clients.,Provide exceptional client service and act as the primary point of contact for clients.,Conduct in-depth client meetings to understand their financial goals and objectives.,Develop and implement customized investment strategies to meet client needs.,Monitor and review client portfolios to ensure they are aligned with their financial goals.,Provide regular performance reports and updates to clients.,Collaborate with the investment team to ensure optimal portfolio performance.,Stay up-to-date with market trends and investment opportunities.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Business Administration, or a related field.,Minimum of 5 years of experience in wealth management or investment banking.,Proven track record of building and maintaining strong client relationships.,Strong understanding of investment products and portfolio management.,Excellent communication and interpersonal skills.,Proficiency in English, both written and spoken.,Familiarity with Indonesian market and regulations is a plus.,CPA or CFA certification is a plus.

🛠️ Keahlian

Client relationship managementInvestment strategy developmentPortfolio managementFinancial analysisCommunication skillsProblem-solving skillsMarket research and analysis
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