Investment Consultant - Global Wealth Management
Accelerate your career in global wealth management with Ascend Wealth Capital as an Investment Consultant. This is a unique opportunity to work with leading investment fund houses managing billions in assets, while enjoying the vibrant lifestyle of Bali. Join us in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, and be part of a dynamic team that values innovation and excellence.
As an Investment Consultant, you'll play a pivotal role in advising high-net-worth clients on investment strategies. You'll leverage your expertise to help clients achieve their financial goals, using tools like Bloomberg Terminal, FactSet, and Morningstar. This role offers a competitive salary and a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.
We are looking for a proactive and detail-oriented professional with a strong background in investment management. If you are passionate about wealth management and eager to make a significant impact, we invite you to apply and be part of our growing team.
📋 Tanggung Jawab Pekerjaan
- Advise high-net-worth clients on investment strategies to achieve their financial goals.
- Conduct market research and analysis using Bloomberg Terminal, FactSet, and Morningstar.
- Develop and present investment recommendations to clients.
- Monitor portfolio performance and make adjustments as needed.
- Build and maintain strong relationships with clients and the broader investment community.
- Stay updated on market trends and regulatory changes.
- Collaborate with the team to ensure compliance with industry regulations.
- Provide ongoing support and education to clients on their investment portfolios.
🎓 Kualifikasi & Syarat
- Bachelor's degree in Finance, Economics, or a related field.
- 5-7 years of experience in investment management or a related field.
- Certifications such as Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), or Series 7 license.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in English, both written and spoken.
- Experience with investment software such as Bloomberg Terminal, FactSet, and Morningstar.
- Knowledge of global investment markets and financial regulations.
🛠️ Keahlian
Kirim lamaran sekarang sebelum batas waktu.🚀 Lamar Sekarang