Senior Wealth Planner – Remote for High‑Net‑Worth Clients
Uob
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Benefits offered by this job
Job summary
Our client, a distinguished wealth management firm, is seeking a Senior Financial Planner to join their team in a fully remote capacity. You will develop personalized financial strategies for high-net-worth individuals and families, covering investments, retirement, estate planning, and risk management.
Lead client relationships remotely, leverage advanced planning tools, and maintain compliance with regulatory standards.
Qualifications
- Bachelor's degree in Finance, Economics, Business or related field; CFP certification preferred.
- 7+ years in financial planning or wealth management with proven client-management experience.
- Fluent English; Bahasa Indonesia a plus.
Responsibilities
- Develop and implement personalized, comprehensive financial plans for high-net-worth clients.
- Analyze clients' financial positions, including assets, liabilities, income, expenses, and insurance.
- Provide advice on investments, retirement, tax efficiency, estate planning, and risk management.
- Build and maintain long-term client relationships and proactively grow the client base.
- Collaborate with attorneys and accountants to deliver holistic solutions.
Skills
Education
Tools
Job description
Our client, a distinguished wealth management firm, is seeking a Senior Financial Planner to join their team in a fully remote capacity. You will develop personalized financial strategies for high-net-worth individuals and families, covering investments, retirement, estate planning, and risk management.
Lead client relationships remotely, leverage advanced planning tools, and maintain compliance with regulatory standards.
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