Wealth Planning & Investment Analyst

Crossing Hurdles; Indonesia; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

Crossing Hurdles seeks an experienced Personal Financial Advisor to review and shape client financial plans in realistic scenarios. You will craft investment strategies, assess risks, and ensure regulatory compliance while communicating complex ideas clearly.

This role rewards analytical rigor and collaborative problem solving, with opportunities to contribute to AI training by providing high quality data and insights for fellow experts.

Qualifications

• Extensive experience in personal financial planning for individuals (retirement, education, tax, estate)
• Strong ability to design and critique investment strategies and asset allocation
• Knowledge of regulatory frameworks for personal finance and advisory services
• Excellent data synthesis and analytical capabilities with actionable recommendations
• Clear written and verbal communication for diverse audiences
• Collaborative mindset, comfortable working with peers in expert pairs
• Experience generating high-quality data for AI training or model learning

Responsibilities

• Review, assess, and provide feedback on financial planning scenarios and client cases.
• Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
• Evaluate materials for regulatory compliance and industry best practices.
• Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
• Analyze hypothetical financial situations, identifying risks, opportunities, and solutions based on client needs.
• Collaborate with another expert to compare approaches, discuss perspectives, and generate diverse, high-quality data for AI training.
• Submit timely, actionable insights and documentation to advance the project s objectives.

Skills

Financial planning

Investment strategy

Regulatory compliance

Analytical skills

Communication skills

Collaboration

Data-driven

Job description

Crossing Hurdles seeks an experienced Personal Financial Advisor to review and shape client financial plans in realistic scenarios. You will craft investment strategies, assess risks, and ensure regulatory compliance while communicating complex ideas clearly.

This role rewards analytical rigor and collaborative problem solving, with opportunities to contribute to AI training by providing high quality data and insights for fellow experts.