Senior Asset Allocation Strategist
Pinnacle Wealth Management Indonesia ยท ๐ Bangka Belitung ยท Diposting 2026-10-09
FULL_TIMEโญ TERVERIFIKASI
IDR 800000000 - 1200000000
Pinnacle Wealth Management Indonesia is seeking a highly skilled and experienced Senior Asset Allocation Strategist to join our dynamic team in Bangka Belitung. In this role, you will be responsible for developing and implementing comprehensive asset allocation strategies that align with our clients' financial goals and risk profiles. Your expertise will play a crucial role in helping our clients achieve optimal investment performance and financial security. If you are passionate about finance, strategic planning, and have a proven track record in asset allocation, we encourage you to apply.๐ Tanggung Jawab Pekerjaan
Develop and implement asset allocation strategies that align with clients' financial goals and risk profiles.,Monitor and analyze market trends, economic indicators, and investment performance to make informed decisions.,Provide ongoing advice and recommendations to clients to optimize their investment portfolios.,Collaborate with the investment research team to gather and analyze data for strategic decision-making.,Ensure compliance with regulatory requirements and industry best practices.,Conduct regular reviews and updates of asset allocation strategies to reflect changes in market conditions and client needs.,Build and maintain strong relationships with clients to understand their unique financial situations and preferences.๐ Kualifikasi & Syarat
Bachelor's degree in Finance, Economics, or a related field.,Minimum of 8 years of experience in asset allocation, investment management, or a similar role.,Proven track record of developing and implementing successful asset allocation strategies.,Strong analytical and problem-solving skills with the ability to make data-driven decisions.,Excellent communication and interpersonal skills to effectively engage with clients and team members.,Proficiency in financial modeling, investment analysis, and portfolio management tools.,Knowledge of Indonesian and international financial markets and regulations.๐ ๏ธ Keahlian
Asset allocationInvestment managementFinancial analysisPortfolio managementRisk managementClient relationship managementRegulatory compliance
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