HNWI Relationship Manager

Pengiklan Anonim; Jakarta Utara; On-site; IDR 89,280,000 - 223,200,000; Full time

Benefits offered by this job

Performance based incentives

MESOP program

Job summary

Pengiklan Anonim is seeking a results-driven client-facing sales and business development professional in Jakarta to prospect, acquire, and develop relationships with HNWI, UHNWI, family offices, entrepreneurs, and corporate clients. You will generate new opportunities through referrals and strategic partnerships, while maintaining a strong pipeline from initial engagement to mandate acquisition.

You will conduct meetings, presentations, and business development activities to convert prospects

Qualifications

• Minimum 2–3 years of proven client-facing sales or business development experience in related fields.
• Experience in private banking, wealth management, securities brokerage, or investment advisory is a plus.
• Track record of acquiring new clients and delivering measurable growth.
• Proven ability to originate, develop, and close high-value client relationships.
• Strong network of HNWI/UHNWI, family offices, executives, or professional investors.

Responsibilities

• Prospect, acquire, and develop relationships with HNWI, UHNWI, family offices, entrepreneurs, and corporate clients.
• Generate new opportunities through networks, referrals, strategic partnerships, cold outreach, and relationship building.
• Maintain a strong pipeline and manage the sales process from engagement to mandate acquisition.
• Conduct client meetings, presentations, and business development activities to convert prospects into clients.
• Leverage relationships to grow Assets Under Advisory (AUA) and advisory mandates.
• Develop and execute sales strategies to achieve client acquisition and revenue targets.
• Identify opportunities within entrepreneur, business owner, executive, and family office communities.
• Build referral networks with professionals (lawyers, accountants, bankers, brokers, etc.).
• Maintain regular contact with prospects to generate additional opportunities.
• Achieve and exceed targets related to client acquisition, revenue, and AUA growth.

Skills

Client-facing sales

Business development

Relationship-building

Negotiation

Networking

Closing skills

Hunter mentality

Job description

This is a client-facing sales and business development role focused on prospecting, acquiring, and developing relationships with high-net-worth individuals (HNWI), ultra-high-net-worth individuals (UHNWI), family offices, entrepreneurs, and corporate clients. You will generate new business opportunities through personal networks, referrals, strategic partnerships, and cold outreach, while building and maintaining a strong pipeline of qualified prospects and managing the sales process from initial engagement to mandate acquisition.

Key responsibilities

Prospect, acquire, and develop new HNWI, UHNWI, family office, entrepreneur, and corporate client relationships.

Generate new business opportunities through personal networks, referrals, strategic partnerships, cold outreach, and professional relationship building

Build and maintain a strong pipeline of qualified prospects and actively manage the sales process from initial engagement to mandate acquisition

Conduct client meetings, presentations, and business development activities to convert prospects into long-term clients

Leverage existing relationships and networks to generate new Assets Under Advisory (AUA) and advisory mandates

Develop and execute individual sales strategies to achieve client acquisition and revenue targets

Identify and pursue opportunities within entrepreneur, business owner, executive, and family office communities

Build referral networks with professionals such as lawyers, accountants, corporate advisors, bankers, brokers, and other intermediaries

Maintain regular contact with prospects and clients to strengthen relationships and generate additional business opportunities

Achieve and exceed agreed targets related to client acquisition, revenue generation, and Assets Under Advisory (AUA) growth

About you

Minimum 2-3 years of proven experience in a client-facing sales, business development, private banking, wealth management, securities brokerage, or investment advisory role

Strong and verifiable network or existing pipeline of HNWI, UHNWI, family offices, business owners, corporate executives, or professional investors

Demonstrated track record of acquiring new clients and generating measurable business growth

Proven ability to independently originate, develop, and close high-value client relationships

Strong hunter mentality with a passion for sales, networking, and business development

Consistent history of meeting or exceeding sales, revenue, asset gathering, or client acquisition targets

Excellent prospecting, negotiation, relationship-building, and closing skills

Comfortable engaging with senior executives, entrepreneurs, business owners, and affluent individuals

Entrepreneurial mindset with a strong focus on results, revenue generation, and relationship expansion

Valid and active WPPE license (Optional)

Performance Based Incentives

MESOP (Management and Employee Stock Option Program)