Our client is a leading digital wealth management platform in Indonesia, experiencing rapid growth as it strengthens its position in the high-net-worth individual (HNWI) segment. Backed by strong market momentum and a commitment to delivering client-centric financial solutions, the company is focused on building a best-in-class wealth management franchise.

As part of this expansion, the company is seeking a Head of Wealth Management to lead and scale its HNWI business. This role is responsible for growing assets under management (AUM) and revenue by deepening existing client relationships and building a strong pipeline of new high-value clients, while elevating client experience and leading a high-performing team. The role will also define and execute the overall wealth strategy, working closely with internal and external stakeholders to deliver measurable and sustained growth.

1. Wealth Strategy & Business Growth

• Lead the overall wealth management strategy focused on acquiring, retaining, and growing HNWI clients.
• Drive AUM growth and revenue across the portfolio.
• Continuously refine the value proposition to stay competitive and relevant.

2. Client Acquisition & Network Expansion

• Develop and execute strategies to acquire new HNWI clients across multiple channels.
• Leverage personal and institutional networks to unlock new opportunities.
• Build strategic partnerships to support business growth.

3. Client Retention & Relationship Management

• Strengthen client engagement to ensure long-term relationships and high satisfaction.
• Increase wallet share through tailored advisory and personalized service.
• Deliver a consistent, high-quality client experience.

4. Team Leadership & Performance

• Lead and develop a team of relationship managers with clear targets and KPIs.
• Foster a high-performance, accountable, and growth-oriented culture.
• Coach team members to improve commercial and client engagement capabilities.

5. Execution & Operational Excellence

• Ensure strong execution of strategy with clear, measurable outcomes.
• Monitor performance and proactively address gaps.
• Improve processes to enhance productivity and scalability.

6. Cross-Functional Collaboration

• Work closely with Product, Marketing, and Operations teams to align on client needs.
• Contribute insights to improve product offerings and client solutions.
• Ensure seamless delivery of the overall wealth management proposition.

• 15+ years of experience in wealth management, private banking, or HNWI client coverage.
• Proven track record of acquiring, managing, and growing HNWI client portfolios.
• Strong experience leading and scaling client-facing teams (RMs / client partners).
• Demonstrated ability to drive AUM growth, revenue, and client retention.
• Strong commercial acumen with the ability to translate strategy into execution.
• Well-developed network within HNWI / affluent segments is a strong advantage.
• Hands-on, results-oriented, and comfortable operating in a fast-paced, high-growth environment.
• Strong leadership, communication, and stakeholder management skills.