Senior Wealth Planner (Remote) — Client-Centric Growth

Pt Bank Dbs Indonesia; Raha; Remote; IDR 600,000,000 - 1,200,000,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development stipend

Bonus potential

Job summary

Pt Bank DBS Indonesia is seeking a Senior Financial Planner to join its wealth management team in a fully remote capacity. You will provide comprehensive financial planning services for high-net-worth individuals and families, developing personalized strategies across investments, retirement, estate planning, and risk management.

The role emphasizes remote client management, cutting-edge planning tools, and building a strong client base while staying compliant with industry regulations.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; CFP certification essential.
• Minimum of 7 years of experience in financial planning or wealth management with a proven client-track.
• Expertise in retirement planning, investments, tax strategies, and estate planning.

Responsibilities

• Develop and implement personalized financial plans for high-net-worth clients remotely.
• Analyze assets, liabilities, income, expenses, and insurance coverage for clients.
• Advise on investments, retirement, tax efficiency, estate planning, and risk management.
• Build and maintain long-term client relationships and proactively seek new clients remotely.
• Utilize planning software to model scenarios and present recommendations.

Skills

Client relationship

Remote work

Financial planning

Communication

Education

CFP Certification

Bachelor's degree in Finance/Economics/Business

Tools

eMoney Advisor

MoneyGuidePro

CRM systems

Job description

Pt Bank DBS Indonesia is seeking a Senior Financial Planner to join its wealth management team in a fully remote capacity. You will provide comprehensive financial planning services for high-net-worth individuals and families, developing personalized strategies across investments, retirement, estate planning, and risk management.

The role emphasizes remote client management, cutting-edge planning tools, and building a strong client base while staying compliant with industry regulations.