Remote Senior Financial Planner | Wealth Strategy

DBS Bank Ltd; Raha; Remote; IDR 1,621,329,000 - 2,341,920,000; Full time

Benefits offered by this job

Health insurance

Remote work allowance

Professional development stipend

Job summary

DBS Bank Ltd seeks a Senior Financial Planner for a fully remote role, delivering comprehensive planning services to high-net-worth clients. You will craft investment, retirement, and estate strategies while managing client relationships remotely and leveraging advanced planning tools.

The ideal candidate has CFP certification, 7+ years in wealth management, and strong communication skills in English (Bahasa Indonesia a plus). Remote-first culture with global client access.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP certification is essential.
• Minimum 7 years of experience in financial planning or wealth management.
• Strong knowledge of retirement planning, investment strategies, tax planning and estate planning.
• Fluent in English; Bahasa Indonesia is a plus.

Responsibilities

• Develop personalized, comprehensive financial plans for high-net-worth clients.
• Analyze client financial situations including assets, liabilities, income and insurance.
• Provide expert investment, retirement, tax and estate planning advice.
• Build and maintain long-term client relationships remotely.
• Stay updated with financial markets and regulatory changes.

Skills

CFP Certification

Remote work experience

Client relationship management

Financial planning software

Education

Bachelor's degree in Finance/Economics/Business

CFP Certification

Tools

eMoney Advisor

MoneyGuidePro

CRM systems

Job description

DBS Bank Ltd seeks a Senior Financial Planner for a fully remote role, delivering comprehensive planning services to high-net-worth clients. You will craft investment, retirement, and estate strategies while managing client relationships remotely and leveraging advanced planning tools.

The ideal candidate has CFP certification, 7+ years in wealth management, and strong communication skills in English (Bahasa Indonesia a plus). Remote-first culture with global client access.