Global Finance Senior Offline Wealth Management Sales Manager
Global Finance Senior Offline Wealth Management Sales Manager
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Job Description
About the Company
Our company is dedicated to delivering financial products and services that simplify access to financial services for the community enabling them to meet their needs more conveniently. We are committed to creating a responsible safe and secure financial service industry that our users including both financial service recipients and our partners can trust. Embracing innovation we continuously strive to enhance the technology value and financial services we offer. We aim to play a pivotal role in transforming Indonesias financial services industry by collaborating and learning with all stakeholders tackling challenges and turning them into opportunities for continuous improvement.
We are seeking an experienced and motivated Sales Manager for our P2P Financial Platform. In this role you will be responsible for recruiting training and managing a network of parttime Financial Advisors (FAs) while driving the growth of our wealth management products among highnetworth clients. Your focus will be on expanding the companys ets under management (AUM) and providing tailored investment solutions to meet client needs.
Key Responsibilities:
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Recruitment & Training of Financial Advisors:
Leverage your personal network and industry experience to recruit and train parttime Financial Advisors (FAs). Enhance their understanding of financial products ensuring smooth communication with clients and elevating the professionalism of our advisory team. -
Wealth Management Product Sales:
ist in selling the companys wealth management products to highnetworth clients. Provide investment advisory services explain et allocation strategies and recommend suitable investment and wealth management solutions tailored to client needs. -
Client Needs Research & Business Guidance:
Conduct indepth research into the financial needs of highnetworth clients. Collaborate with the training team to provide regular updates on market trends financial theories product sales techniques and offer onsite guidance during client investment workshops and similar events. -
AUM Growth Target:
Drive the business to achieve a total et Under Management (AUM) of $20 million by the end of the year utilizing your expertise in wealth management and client relationships to reach this target.
Qualifications:
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Wealth Management Experience:
Minimum of 5 years of experience in offline wealth management sales within local Indonesian tripartite financial companies (e.g. Allianz Stockbit) private banks private equities or trusts with at least 2 years in a managerial role. -
Local Market Network:
Strong connections with local wealth sales networks and Financial Advisors (FAs) especially within local banks. Priority will be given to candidates with a deep understanding of the local market and access to a wellelished FA network. -
Leadership & Team Management:
Proven leadership ss with experience motivating and managing distributed sales teams. Successful track record in leading agent or partner networks to achieve sales goals particularly in selling financial products. -
Regulatory & Market Knowledge:
Comprehensive knowledge of regulatory requirements and market dynamics related to wealth management products in Indonesia. Ability to ensure full compliance while navigating the competitive financial landscape.
Ss & Attributes:
- Strong interpersonal and communication ss with the ability to engage highnetworth clients and build longterm relationships.
- A strategic thinker capable of yzing client portfolios and providing tailored investment solutions.
- Resultsdriven with a strong commitment to meeting and exceeding AUM growth targets.
Sales,Wealth Management,Relationship
Employment Type
Full Time
