Senior Estate Planner & Financial Consultant - Bali

Multi Wealth Advisory Sdn Bhd · 📍 Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
IDR 12000000 - 18000000
Multi Wealth Advisory Sdn Bhd is seeking a highly skilled and experienced Senior Estate Planner & Financial Consultant to join our team in Bali. In this role, you will be responsible for providing comprehensive estate planning and financial consulting services to high-net-worth individuals and families. The ideal candidate will have a deep understanding of Indonesian tax laws, wealth management, and investment strategies. This is an excellent opportunity to work in a dynamic and fast-paced environment while making a significant impact on clients' financial futures.

📋 Tanggung Jawab Pekerjaan

Develop and implement comprehensive estate planning strategies for high-net-worth clients.,Provide financial consulting services, including investment advice and wealth management.,Conduct thorough due diligence on clients' financial situations and assets.,Stay up-to-date with the latest developments in Indonesian tax laws and regulations.,Build and maintain strong relationships with clients and referral partners.,Collaborate with the team to ensure the delivery of high-quality services to clients.,Prepare and present detailed reports and recommendations to clients.

🎓 Kualifikasi & Syarat

Bachelor's degree in Finance, Economics, or a related field.,Minimum of 5 years of experience in estate planning and financial consulting, preferably in Indonesia.,In-depth knowledge of Indonesian tax laws and regulations.,Strong understanding of wealth management and investment strategies.,Excellent communication and interpersonal skills.,Proficiency in English and Bahasa Indonesia.,Certification in estate planning or financial consulting is a plus.

🛠️ Keahlian

Estate PlanningFinancial ConsultingWealth ManagementInvestment AdviceTax Law KnowledgeClient Relationship Management
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