Sales Sr. Manager (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 revenue and AUM growth by acquiring and managing a portfolio of High Net Worth Individual (HNWI) clients.
• Actively source, prospect, and onboard new HNWI clients through personal networks, referrals, and market outreach.
• Manage end-to-end client relationships, including portfolio advisory, investment recommendations, and cross-selling of financial products (equities, bonds, mutual funds, structured products).
• Serve as a trusted advisor by understanding clients' financial goals and delivering tailored investment strategies aligned with market conditions.
• Maintain and grow existing client portfolios by increasing wallet share, improving retention, and identifying upsell opportunities.
• Collaborate with internal teams (research, product, trading, and marketing) to provide best-in-class investment solutions and client service.
• Stay updated on market trends, economic developments, and competitor offerings to enhance client engagement and sales effectiveness.
• Ensure all client interactions and investment activities comply with regulatory and internal policies.
• Support the Head of HNWI in executing business strategies and may mentor junior Relationship Managers where needed.

Key Requirements:

• Minimum 6+ 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.
• Proven track record in acquiring and managing HNWI clients, with strong AUM and revenue contributions.
• Strong existing network of HNWI clients and demonstrated ability to convert relationships into business.
• Solid understanding of financial products including equities, fixed income, mutual funds, and structured investments.
• Strong sales-driven mindset with a balance of hunter (acquisition) and farmer (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]