Client Service Executive (Wealth Management) - Bali

Join PERSOL as a Client Service Executive in our Wealth Management division, where you’ll play a pivotal role in delivering exceptional service to high-net-worth clients. Based in beautiful Bali, this contract position offers a unique opportunity to blend professional expertise with the vibrant culture of the island. In this role, you'll use tools like Salesforce and Microsoft Office Suite to manage client interactions, ensuring their financial goals are met with personalized attention. With PERSOL's reputation for excellence and your dedication to client service, you'll have the chance to grow and develop in a dynamic and supportive environment.

At PERSOL, we are committed to fostering a culture of innovation and client-centricity. Our team in Bali is known for its proactive approach and high standards, making it an ideal place to build a rewarding career. This role is perfect for professionals with a background in finance, banking, or a related field who are looking to make a significant impact in the wealth management sector. Join us and be part of a team that values your contributions and supports your professional growth.

📋 Tanggung Jawab Pekerjaan

• Manage and maintain client relationships, ensuring high levels of satisfaction and retention.
• Provide exceptional service to high-net-worth clients, addressing their financial needs and goals.
• Utilize Salesforce and Microsoft Office Suite to track client interactions and manage portfolios.
• Stay updated with the latest financial products and services to offer informed advice to clients.
• Collaborate with the wealth management team to develop and implement client service strategies.
• Attend client meetings and events to build strong professional relationships.
• Ensure compliance with regulatory requirements and internal policies.
• Provide regular reports and updates to the management team on client performance and service delivery.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Banking, or a related field.
• Minimum of 3 years of experience in client service or wealth management.
• Proven experience in managing high-net-worth clients.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills.
• Proficiency in Salesforce and Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Fluency in English, both written and spoken.

🛠️ Keahlian

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