Head of Wealth Management Strategy (Securities)

Michael Page; Jakarta Pusat; On-site; IDR 3,000,000,000 - 8,000,000,000; Full time

Benefits offered by this job

Opportunity to shape a Wealth Mgmt.平台

Job summary

Michael Page is recruiting for a leadership role to build and scale a Wealth Management platform in Jakarta Pusat, Indonesia. The successful candidate will own the wealth strategy, oversee investment solutions, and drive cross-functional collaborations with Sales, Relationship Managers, and Compliance.

The position requires 7+ years in Wealth Management or related fields, with strong HNWI exposure and a track record in product development, portfolio advisory, or digital wealth initiatives.

Qualifications

• Minimum 7 years of experience in Wealth Management, Private Banking, Investment Advisory, Product Management, or related fields.
• Strong exposure to HNWI or Private Banking client segments.
• Solid understanding of investment products, portfolio construction, asset allocation, and investment advisory.
• Proven experience in wealth management strategy, product development, investment solutions, portfolio advisory, or digital wealth management.

Responsibilities

• Develop and execute the organization's Wealth Management strategy, business roadmap, and annual action plans.
• Design and manage a comprehensive suite of investment solutions for HNWI clients, including equities, fixed income, mutual funds, discretionary portfolios, and other approved investment products.
• Create model portfolios, asset allocation frameworks, portfolio review methodologies, and portfolio rebalancing strategies across different client segments.
• Partner with Relationship Managers and Sales teams on client segmentation, investment proposals, product campaigns, and portfolio reviews.
• Establish and manage KPI frameworks for both Wealth Management support functions and client-facing teams.
• Lead the business-side development of digital Wealth Management capabilities, including portfolio monitoring, advisory tools, CRM, and relationship manager dashboards.
• Drive the Wealth Management operating model, governance framework, product approval processes, and cross-functional collaboration with Research, Investments, Digital, Risk, and Compliance teams.
• Build, develop, and lead the Wealth Management support team as the business continues to grow.

Skills

Wealth Management

Leadership

Strategic planning

Stakeholder management

Project management

Tools

CRM systems

Portfolio analytics

Investment platforms

Job description

• End-to-end ownership of Wealth Management strategy
• Combine investments, advisory, and business leadership

About Our Client

Our client is a regional securities firm in Indonesia that is expanding its Wealth Management business to better serve High-Net-Worth Individuals (HNWI). The organization is investing in building a modern, advisory-led Wealth Management platform supported by robust investment solutions, digital capabilities, and a client-centric approach to portfolio management and financial advisory.

Job Description

• Develop and execute the organization's Wealth Management strategy, business roadmap, and annual action plans.
• Design and manage a comprehensive suite of investment solutions for HNWI clients, including equities, fixed income, mutual funds, discretionary portfolios, and other approved investment products.
• Create model portfolios, asset allocation frameworks, portfolio review methodologies, and portfolio rebalancing strategies across different client segments.
• Partner with Relationship Managers and Sales teams on client segmentation, investment proposals, product campaigns, and portfolio reviews.
• Establish and manage KPI frameworks for both Wealth Management support functions and client-facing teams.
• Lead the business-side development of digital Wealth Management capabilities, including portfolio monitoring, advisory tools, CRM, and relationship manager dashboards.
• Drive the Wealth Management operating model, governance framework, product approval processes, and cross-functional collaboration with Research, Investments, Digital, Risk, and Compliance teams.
• Build, develop, and lead the Wealth Management support team as the business continues to grow.

The Successful Applicant

• Minimum 7 years of experience in Wealth Management, Private Banking, Investment Advisory, Product Management, Investment Strategy, or related fields.
• Strong exposure to HNWI or Private Banking client segments.
• Solid understanding of investment products, portfolio construction, asset allocation, and investment advisory.
• Proven experience in one or more areas including Wealth Management strategy, product development, investment solutions, portfolio advisory, or digital Wealth Management.
• Strong commercial acumen with the ability to collaborate effectively with sales and relationship management teams.
• Excellent leadership, project management, communication, and stakeholder management skills.
• Experience within banking, securities, asset management, private banking, or Wealth Management institutions is highly preferred.
• Possession of a WPPE license is preferred.

What's on Offer

Opportunity to build and shape a Wealth Management platform from the ground up

Quote job ref: JN-102026-7126338