Finance Manager

Livit Denmark; Denpasar; On-site; IDR 390,600,000 - 669,600,000; Full time

Job summary

Livit Denmark in Bali is seeking a skilled Portfolio Manager to build and manage investment portfolios for high-net-worth individuals and institutional clients in Denpasar. You will align portfolios with clients' goals, risk tolerance, and time horizons, and engage directly with clients to provide expert financial advice.

You will conduct market research across asset classes, monitor performance, and prepare client reports, collaborating with advisory teams to deliver a holistic wealth

Responsibilities

• Develop and implement customized investment strategies and portfolio construction for a diverse client base.
• Conduct in-depth market research and economic analysis to identify investment opportunities and risks across various asset classes (equities, fixed income, alternatives).
• Monitor portfolio performance, risk exposures, and asset allocation, making necessary adjustments to meet client objectives.
• Build and maintain strong relationships with clients, understanding their financial needs, and providing ongoing financial advice.
• Prepare detailed client reports on portfolio performance, market commentary, and investment recommendations.
• Collaborate with financial planning and advisory teams to ensure a holistic approach to client wealth management.
• Stay current with financial market trends, regulatory changes, and new

Job description

About the Role Our client, a reputable wealth management firm, is seeking a skilled and client-focused Portfolio Manager to join their growing team in Denpasar, Bali . This role is responsible for constructing and managing investment portfolios for high-net-worth individuals and institutional clients, aligning with their financial goals, risk tolerance, and time horizons. The ideal candidate will possess a strong understanding of various asset classes, market dynamics, and investment strategies. You will engage directly with clients, providing expert financial advice and regular portfolio performance reviews. This position requires excellent analytical abilities, a deep knowledge of financial markets, and strong interpersonal skills to build and maintain trusted client relationships. The role is central to delivering exceptional wealth management services in the vibrant Denpasar, Bali market.

Key Responsibilities

• Develop and implement customized investment strategies and portfolio construction for a diverse client base.
• Conduct in-depth market research and economic analysis to identify investment opportunities and risks across various asset classes (equities, fixed income, alternatives).
• Monitor portfolio performance, risk exposures, and asset allocation, making necessary adjustments to meet client objectives.
• Build and maintain strong relationships with clients, understanding their financial needs, and providing ongoing financial advice.
• Prepare detailed client reports on portfolio performance, market commentary, and investment recommendations.
• Collaborate with financial planning and advisory teams to ensure a holistic approach to client wealth management.
• Stay current with financial market trends, regulatory changes, and new