Senior Client Advisor - Family Office & Asset Management

Kamet Capital Partners · 📍 Canggu, Bali · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 800,000,000 - 1,500,000,000
Kamet Capital Partners is seeking a highly skilled and experienced Senior Client Advisor to join our team in Canggu, Bali. This role is pivotal in providing strategic advice to high-net-worth clients, managing their family offices and asset portfolios. The ideal candidate will have a deep understanding of the Indonesian market and a proven track record in wealth management. This is an exciting opportunity to work in a dynamic and fast-paced environment, with the chance to make a significant impact on our clients' financial futures.

📋 Tanggung Jawab Pekerjaan

Provide strategic advice to high-net-worth clients on family office and asset management strategies.,Manage and oversee the investment portfolios of clients, ensuring they align with their financial goals and risk profiles.,Build and maintain strong relationships with clients, understanding their unique needs and providing personalized solutions.,Stay up-to-date with market trends and regulatory changes, and provide insightful analysis to clients.,Collaborate with the investment team to develop and implement investment strategies that maximize returns and minimize risks.,Prepare and present regular reports to clients, communicating the performance of their portfolios and providing recommendations for future actions.,Act as a trusted advisor to clients, offering guidance on a wide range of financial matters, including tax planning, estate planning, and risk management.

🎓 Kualifikasi & Syarat

A bachelor's degree in finance, economics, business administration, or a related field.,A minimum of 10 years of experience in wealth management, family office services, or a similar role.,In-depth knowledge of the Indonesian market, including its economic, political, and regulatory landscape.,Strong understanding of investment products and strategies, including equities, fixed income, and alternative investments.,Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.,Proven ability to manage and oversee investment portfolios, with a focus on maximizing returns and minimizing risks.,Familiarity with family office services and the unique needs and challenges of high-net-worth clients.,Proficiency in English and Bahasa Indonesia.

🛠️ Keahlian

Wealth managementFamily office servicesInvestment portfolio managementMarket analysis and trend forecastingClient relationship managementFinancial planning and analysisRisk managementTax and estate planning
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