Acquisition Manager (Wealth Management)

Michael Page; Daerah Khusus Ibukota Jakarta; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading digital investment platform in Indonesia seeks an experienced professional to develop acquisition plans and increase Assets Under Management (AUM). The role involves building and leading a team of wealth advisors, with a focus on client engagement and satisfaction. Candidates should have a solid background in wealth management and an active OJK license.

Benefits

Part of the initial sales team

Competitive salary compensation

Qualifications

• Minimum 8-10 years of experience in wealth management or financial advisory.
• Proven track record in client acquisition and AUM growth.
• Active WAPERD and/or WPPE license as required by OJK regulations.
• Strong understanding of mutual fund products.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop and execute acquisition plans for onboarding new investors.
• Increase AUM through effective sales strategies.
• Build and coach a team of licensed wealth advisors.
• Collaborate to enhance digital tools for client acquisition.
• Oversee engagement strategies to improve retention.

Skills

Client acquisition

AUM growth

Communication skills

Interpersonal skills

Job description

About Our Client

A leading digital investment platform in Indonesia, this company operates under full regulatory oversight and licensing from OJK. It offers a smart, goal-based mutual fund investment experience designed to simplify wealth building for modern investors.

Job Description

• Develop and execute acquisition plans to onboard new investors across retail and affluent segments using digital channels, partnerships, and targeted campaigns.
• Focus on increasing Assets Under Management (AUM) through effective sales strategies, upselling, and cross-selling of mutual fund products.
• Build, lead, and coach a high-performing team of licensed wealth advisors to meet and exceed monthly acquisition and AUM targets.
• Collaborate with product and tech teams to enhance digital tools and platforms that support client acquisition and onboarding.
• Oversee client engagement strategies to improve retention, satisfaction, and long-term investment value.

The Successful Applicant

• Minimum 8-10 years of experience in wealth management, financial advisory, or investment sales.
• Proven track record in client acquisition and AUM growth, preferably in a digital or fintech environment.
• Must hold an active WAPERD and/or WPPE license as required by OJK regulations.
• Strong understanding of mutual fund products and distribution compliance.
• Excellent communication and interpersonal skills to engage clients, partners, and internal stakeholders.

What's on Offer

• Be part of the initial sales team
• Competitive salary compensation