Priority Wealth Growth Lead

The Convergence Project; Indonesia; On-site; IDR 900,000,000 - 1,200,000,000; Full time

Job summary

The Convergence Project seeks a results-driven Priority Wealth Growth Lead to accelerate the growth of its priority banking and wealth management portfolio. You will own the end-to-end growth strategy for high-value clients, driving assets under management expansion, product penetration, and client retention within a regulated digital banking environment.

This role requires strategic growth thinking and hands-on execution to deliver measurable impact across the priority wealth segment.

Qualifications

• 7+ years of experience in wealth management, priority banking, or growth roles within financial services.

Responsibilities

• Define and execute growth strategy for the priority wealth segment aligned with overall business objectives.

Skills

Wealth management

Growth strategy

Cross-sell

Data-driven decision making

Stakeholder management

Regulatory compliance

Education

Bachelor's degree in finance or related field

Tools

CRM systems

BI dashboards

Digital marketing platforms

Job description

We are looking for a results driven Priority Wealth Growth Lead to accelerate the growth of our client's priority banking and wealth management portfolio. You will own the end to end growth strategy for high value clients, driving assets under management expansion, product penetration, and client retention within a regulated digital banking environment. This role requires both strategic growth thinking and hands on execution to deliver measurable impact across the priority wealth segment.

Key Responsibilities:

Wealth Growth Strategy and Planning

• Define and execute the growth strategy for the priority wealth segment aligned with overall business objectives
• Set and own targets for assets under management growth, net new money, and product penetration
• Translate business goals into actionable growth initiatives across acquisition, retention, and cross sell

Portfolio Growth and Client Acquisition

• Lead initiatives to acquire new priority and affluent clients through digital and relationship channels
• Design strategies to increase share of wallet from existing priority clients
• Identify and prioritize high potential client segments for targeted growth campaigns

Product and Cross Sell Optimization

• Drive cross sell of wealth products including mutual funds, bancassurance, bonds, and structured products
• Work with product teams to identify gaps and opportunities in the wealth product suite
• Optimize product bundling and offer design to increase adoption among priority clients

Marketing and Acquisition Enablement

• Develop creative placement strategies across social media to build visibility and engagement for priority wealth offerings
• Plan and oversee marketing ads campaigns that support acquisition and cross sell targets
• Design and roll out in app initiatives that surface relevant wealth products and offers to priority clients
• Enable customer acquisition through both offline events such as seminars and roadshows and online events such as webinars and digital campaigns

Data Driven Growth Execution

• Use client data and behavioral insights to identify growth opportunities and personalize offers
• Monitor growth funnel performance and continuously refine acquisition and retention tactics
• Establish dashboards and reporting to track AUM growth, conversion rates, and client lifetime value

Cross Functional Collaboration and Governance

• Partner with Product, Marketing, Risk, and Compliance to ensure growth initiatives meet regulatory standards
• Present growth performance, insights, and strategic recommendations to senior stakeholders
• Ensure all growth initiatives align with the bank's risk appetite and client suitability requirements

Qualifications

• 7+ years of experience in wealth management, priority banking, or growth roles within financial services
• Proven track record of driving AUM growth and portfolio expansion for high value client segments
• Strong understanding of wealth products such as mutual funds, bancassurance, and structured products
• Experience with marketing execution including social media placement, paid ads, and in app campaigns
• Experience organizing or supporting offline and online acquisition events
• Data literacy with the ability to translate client insights into growth strategies
• Excellent stakeholder management skills with the ability to influence senior leadership
• Comfortable operating in a regulated banking environment with strong attention to compliance