Investment Consultant / Relationship Manager

Join Phillip Securities, a leading financial services provider, as an Investment Consultant / Relationship Manager in beautiful Bali. As a trusted advisor, you will play a pivotal role in delivering tailored financial solutions to clients, helping them achieve their financial goals. With a focus on building strong client relationships, you will leverage your expertise in investment products and services to provide exceptional service.

In this role, you will work closely with a diverse client base, including individuals, families, and businesses, to understand their unique financial needs and objectives. You will utilize industry-leading tools such as Bloomberg Terminal, FactSet, and Refinitiv to conduct thorough market research and analysis, ensuring that your recommendations are well-informed and strategic.

Phillip Securities is committed to fostering a collaborative and innovative work environment, where your contributions will be valued and recognized. With opportunities for professional growth and development, you will have the chance to make a meaningful impact in the financial industry.

📋 Tanggung Jawab Pekerjaan

• Provide personalized financial advice and investment recommendations to clients, tailored to their unique needs and goals.
• Build and maintain strong client relationships, fostering trust and loyalty.
• Conduct market research and analysis using Bloomberg Terminal, FactSet, and Refinitiv to inform investment decisions.
• Develop and implement investment strategies that align with clients' financial objectives and risk tolerance.
• Monitor and review clients' portfolios on a regular basis, making adjustments as needed to optimize performance.
• Collaborate with cross-functional teams, including sales, operations, and compliance, to ensure the delivery of high-quality financial services.
• Stay up-to-date with industry trends, regulations, and best practices, and apply this knowledge to enhance client outcomes.
• Provide exceptional customer service, addressing client inquiries and concerns in a timely and professional manner.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in investment consulting, financial advisory, or a related role.
• Professional certifications such as CFA, CPA, or CFP are highly regarded but not mandatory.
• Strong knowledge of investment products and services, including equities, fixed income, and alternative investments.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients at all levels.
• Proficient in using Bloomberg Terminal, FactSet, and Refinitiv for market research and analysis.
• Familiarity with regulatory requirements and compliance standards in the financial industry.
• Ability to work independently and as part of a team in a fast-paced environment.

🛠️ Keahlian

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