Job description for Private Wealth Advisor at Omaha Investments
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
