• Manage and grow a portfolio of high-net-worth and affluent clients, serving as their trusted advisor
• Understnd clients' financial goals, risk profiles, and life-stage needs to deliver personalized wealth planning
• Recommend suitable investment products and solutions (mutual funds, bonds, structured products, etc.)
• Conduct regular portfolio reviews and proactively communicate market insights to clients
• Achieve and exceed targets related to assets under management (AUM), revenue, and client acquisition
• Identify referral opportunities and expand the client base through networking and client advocacy
• Ensure full compliance with internal policies, KYC requirements, and applicable regulations
• Collaborate with investment, legal, and operations teams to deliver a seamless client experience

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum 3–5 years of experience in wealth management, private banking, or financial services sales
• Proven track record of managing and growing a client portfolio (AUM or revenue targets)
• Strong knowledge of investment products, financial planning, and capital markets
• Excellent communication, presentation, and relationship-building skills
• Valid professional certifications (e.g., WPPE/CSPA in Indonesia, CFA/CFP is a plus)
• High integrity, professionalism, and a client-first mindset
• Fluent in English; strong network in the local market is an advantage