Private Wealth Advisor

We're looking for someone who genuinely enjoys helping clients make better long-term financial decisions. This role is ideal for someone who is analytical, trustworthy, and able to communicate complex investment concepts in a simple, reassuring way. A background in finance or investments is preferred, but integrity, curiosity, and a client-first mindset matter even more.

Key Responsibilities:

• Build long-term relationships with clients by understanding their financial goals, risk tolerance, and investment objectives
• Conduct portfolio review meetings and explain investment performance, strategy, and market developments in a clear and professional manner
• Develop and maintain Investment Policy Statements (IPS) and recommend portfolio allocations consistent with each client's objectives
• Educate clients on long-term investing, capital allocation, and behavioral finance rather than short-term market movements
• Work closely with the research team to communicate investment ideas and portfolio updates to clients
• Assist prospective clients throughout the onboarding process, including suitability assessments and account opening documentation
• Maintain accurate client records and ensure all client communications and recommendations comply with internal policies and regulatory requirements
• Proactively identify opportunities to improve client experience and strengthen long-term relationships

Ideal Skill Set:

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving ability
• Comfortable discussing investments, financial markets, and portfolio construction
• High level of integrity, professionalism, and attention to detail
• Strong organizational and follow-up skills
• Comfortable using technology and AI tools to improve productivity and client service
• Self-motivated with a genuine desire to continuously learn

Nice to Have (Plus Points):

• Experience in private wealth management, investment advisory, or financial planning
• Knowledge of Indonesian capital markets, fixed income, and global investing
• Familiarity with Investment Policy Statements (IPS), asset allocation, and portfolio construction
• Existing network of high-net-worth individuals or business owners
• Proficiency in English and/or Mandarin

What We're Looking For

• Believes in putting clients' interests first
• Thinks in years, not quarters
• Values ethics above profits
• Enjoys continuous learning and intellectual curiosity
• Takes ownership and works independently with minimal supervision

Location: Surabaya, Indonesia

Skills: Financial Planning, Investment Management, Financial Management, Financial Analysis, Sales Strategy, Teamwork, Microsoft Office, Financial Consulting