Head of Sales (HNWI) – Fintech

About the Company:
Our client is a prominent and innovative player in Indonesia's fintech space, committed to making investment and financial products accessible.

Key Responsibilities:

• Drive overall revenue growth and AUM (Assets Under Management) from the HNWI segment by building and scaling a high-performing Relationship Management (RM) team.
• Develop and execute strategies to acquire, manage, and grow relationships with High Net Worth Individuals (HNWIs), focusing on investment products such as equities, bonds, mutual funds, and structured products.
• Leverage an existing network and build new relationships with affluent clients from securities firms, private banking, investment banks, and international financial institutions.
• Lead end-to-end client lifecycle management, including prospecting, onboarding, portfolio advisory, cross-selling, and long-term relationship retention.
• Act as a trusted advisor to clients by providing tailored investment strategies aligned with their financial goals, risk appetite, and market conditions.
• Collaborate closely with internal stakeholders (product, research, trading, and marketing teams) to deliver differentiated wealth solutions and seamless client experiences.
• Monitor market trends, competitor offerings, and macroeconomic developments to continuously refine client strategies and sales approaches.
• Build, mentor, and scale a team of Relationship Managers, setting clear KPIs, driving performance, and instilling a strong sales and client-centric culture.
• Ensure compliance with all regulatory requirements and internal governance standards in managing client portfolios and relationships.

Key Requirements:

• Minimum 8+ years of experience in Wealth Management, Private Banking, or HNWI Relationship Management roles.
• Background working Brokerage, Investment Fintech. Investment banks and/or International banks is highly preferred.
• Proven experience leading teams in fast-paced, high-pressure environments.
• Strong, proven track record in managing and growing HNWI / UHNW client portfolios, with demonstrable AUM and revenue achievements.
• Well-established network of HNWI clients and the ability to bring in immediate business impact.
• Deep understanding of financial markets and investment products, including equities, fixed income, mutual funds, and structured solutions.
• Strong leadership experience, with the ability to build and scale high-performing sales / RM teams.
• Highly commercial mindset with a strong "hunter" instinct balanced with long-term relationship management capabilities.
• Excellent communication, presentation, and stakeholder management skills, with fluency in both Bahasa Indonesia and English.
• Relevant certifications (e.g., WPPE / WMI or equivalent) are highly preferred.

Call for Action:
If you posses the above qualifications and keen to know more, please apply or send your updated CV to [email protected]