Remote Senior Wealth Advisor & Portfolio Planner

Dbs Bank Ltd; Jakarta Pusat; Remote; IDR 450,000,000 - 720,000,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Professional development stipends

Job summary

DBS Bank Ltd. invites an experienced Senior Financial Planner to join a wealth management team in a fully remote capacity, focused on high-net-worth clients.

You will develop personalized strategies spanning investments, retirement, estate planning, and risk management while building a remote client base. The role requires CFP certification, a minimum of seven years in financial planning or wealth management, and strong client-relations skills.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field; CFP® is essential.
• At least 7 years of experience in financial planning or wealth management with client assets.
• Expertise in retirement planning, investment management, tax strategies, and estate planning.
• Strong knowledge of financial markets, investment vehicles, and insurance products.
• Excellent remote client communication and relationship management skills.
• Proficiency with financial planning software (eMoney Advisor, MoneyGuidePro) and CRM systems.
• Self-motivated, disciplined, and able to work autonomously remotely.

Responsibilities

• Develop and implement personalized financial plans for clients.
• Analyze clients' financial situations including assets, liabilities, income, and expenses.
• Provide advice on investments, retirement, taxes, estate planning, and risk.
• Build and maintain long-term relationships with clients remotely.
• Source new clients through networking, referrals, and outreach.
• Stay updated on markets, products, tax laws, and regulations.
• Collaborate with attorneys and accountants for holistic solutions.
• Model scenarios using planning software and present recommendations.
• Ensure all interactions and documentation comply with regulations.
• Regularly review and update client plans for changes.

Skills

Retirement planning

Investment management

Estate planning

Tax planning

Client relationship management

Remote work capability

English proficiency

Education

Bachelor's degree in Finance/Economics/Business

CFP Certification

Tools

eMoney Advisor

MoneyGuidePro

CRM systems

Job description

DBS Bank Ltd. invites an experienced Senior Financial Planner to join a wealth management team in a fully remote capacity, focused on high-net-worth clients.

You will develop personalized strategies spanning investments, retirement, estate planning, and risk management while building a remote client base. The role requires CFP certification, a minimum of seven years in financial planning or wealth management, and strong client-relations skills.