Personal Banker: Wealth & Relationship Growth

Uob; Indonesia; Remote; IDR 2,161,773,000 - 3,242,659,000; Full time

Benefits offered by this job

Base salary

Bonus potential

Health insurance

Retirement plans

Professional development stipends

Work from anywhere

Job summary

UOB is seeking a Senior Financial Planner to deliver comprehensive financial planning for high-net-worth clients from a remote location.

The role emphasizes investment, retirement, estate, and tax planning, with a focus on building a remote client base using advanced planning tools and a supportive infrastructure.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP certification is essential.
• Minimum of 7 years of experience in financial planning or wealth management.

Responsibilities

• Develop personalized financial plans addressing clients' goals and circumstances.
• Analyze clients' finances including assets, liabilities, income, and insurance.
• Advise on investments, retirement, tax efficiency, estate planning, and risk management.
• Build and maintain long-term client relationships in a remote setting.
• Identify new clients through networking, referrals, and outreach.

Skills

Client relationships

Financial planning

Retirement planning

Investment strategies

Tax planning

Estate planning

Remote client service

Communication skills

Analytical skills

Education

Bachelor's degree in Finance/ Economics/ Business

CFP certification

Tools

eMoney Advisor

MoneyGuidePro

CRM systems

Job description

Our client, a distinguished wealth management firm, is seeking a highly motivated and client-focused Senior Financial Planner to join their team in a fully remote capacity. This role is dedicated to providing comprehensive financial planning services to high-net-worth individuals and families. The successful candidate will be responsible for developing personalized financial strategies, including investment planning, retirement planning, estate planning, and risk management. This is an exceptional opportunity for an experienced professional to build and manage a client base remotely, leveraging cutting-edge technology and a supportive infrastructure. Embrace a remote-first culture and redefine financial planning.

About the Role

Our client, a distinguished wealth management firm, is seeking a highly motivated and client-focused Senior Financial Planner to join their team in a fully remote capacity. This role is dedicated to providing comprehensive financial planning services to high-net-worth individuals and families. The successful candidate will be responsible for developing personalized financial strategies, including investment planning, retirement planning, estate planning, and risk management. This is an exceptional opportunity for an experienced professional to build and manage a client base remotely, leveraging cutting-edge technology and a supportive infrastructure. Embrace a remote-first culture and redefine financial planning.

Key Responsibilities

• Develop and implement personalized, comprehensive financial plans for clients, addressing their unique goals and circumstances.
• Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, expenses, and insurance coverage.
• Provide expert advice on investment strategies, retirement planning, tax efficiency, estate planning, and risk management.
• Build and maintain strong, long-term relationships with clients, understanding their evolving needs.
• Actively seek out new clients through networking, referrals, and proactive outreach within a remote context.
• Stay current with financial markets, investment products, tax laws, and regulatory changes affecting financial planning.
• Collaborate with other professionals, such as attorneys and accountants, to ensure holistic client solutions.
• Utilize financial planning software and tools to model scenarios and present recommendations.
• Ensure all client interactions and documentation adhere to compliance and regulatory standards.
• Regularly review and update client plans to reflect changes in their lives and market conditions.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field. Advanced certifications such as CFP® (Certified Financial Planner™) are essential.
• Minimum of 7 years of experience in financial planning or wealth management, with a proven track record of managing client relationships and assets.
• Demonstrated expertise in retirement planning, investment management, tax strategies, and estate planning.
• Strong understanding of financial markets, investment vehicles, and insurance products.
• Excellent client relationship management and communication skills, with the ability to build trust and rapport remotely.
• Proficiency in financial planning software (e.g., eMoney Advisor, MoneyGuidePro) and CRM systems.
• Strong analytical and problem-solving skills.
• Self-motivated and disciplined with the ability to work autonomously in a remote setting.
• Familiarity with remote collaboration tools and technologies.
• Fluent in English; proficiency in Bahasa Indonesia is a plus.

Benefits

• base salary
• attractive commission or bonus potential
• health insurance
• retirement savings plans
• professional development stipends
• exceptional work‑life balance
• freedom to work from anywhere
• supportive and collaborative virtual environment
• ample opportunities for career growth and advancement within the wealth management industry