Wealth Advisor – High-Net-Worth Portfolio & Planning

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

Senior Financial Planner

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

Our client offers a highly competitive compensation structure, including a base salary, attractive commission or bonus potential, and comprehensive benefits such as health insurance, retirement savings plans, and professional development stipends. This fully remote position provides exceptional work‑life balance and the freedom to work from anywhere. The firm is committed to fostering a supportive and collaborative virtual environment, offering ample opportunities for career growth and advancement within the wealth management industry.