Senior Investment Counsellor - Private Banking

HSBC Private Bank · 📍 Canggu, Bali · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 800000000 - 1500000000
HSBC Private Bank is seeking a highly skilled and experienced Senior Investment Counsellor to join our team in Canggu, Bali. In this role, you will be responsible for providing personalized investment advice and solutions to high-net-worth individuals and families. You will work closely with clients to understand their financial goals and risk appetites, and develop tailored investment strategies. This is an exciting opportunity to be part of a prestigious global bank and make a significant impact on clients' financial futures.

📋 Tanggung Jawab Pekerjaan

Provide personalized investment advice and solutions to high-net-worth individuals and families.,Develop and implement tailored investment strategies based on clients' financial goals and risk appetites.,Build and maintain strong relationships with clients, ensuring their financial needs are met.,Monitor and review clients' investment portfolios, providing regular updates and recommendations.,Stay up-to-date with market trends, investment products, and regulatory changes.,Collaborate with cross-functional teams to ensure clients' financial objectives are achieved.,Attend industry events, conferences, and networking opportunities to enhance knowledge and build relationships.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Banking, Economics, or a related field.,Minimum of 5 years of experience in investment advisory or private banking.,Strong knowledge of Indonesian and global financial markets, investment products, and regulatory environment.,Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.,Proven track record of developing and implementing successful investment strategies.,Professional certification in finance or investment advisory (e.g., CFA, CISI) is a plus.,Fluency in English is required; knowledge of Bahasa Indonesia is a plus.

🛠️ Keahlian

Investment advisoryClient relationship managementFinancial planningMarket analysisRegulatory complianceNegotiation and persuasionNetworking and industry knowledge
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