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Head of Wealth Management Strategy (Securities)

Jakarta Permanent View Job Description
We are seeking an experienced Wealth Management professional to lead the development and execution of a comprehensive Wealth Management strategy for a growing financial services organization. This role will be responsible for designing investment solutions, portfolio advisory frameworks, sales enablement initiatives, performance metrics, and digital Wealth Management capabilities, while partnering closely with senior stakeholders and client-facing teams.
  • 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

Contact
Fransisca Usman
Quote job ref
JN-102026-7126338
Phone number
+62 21 2958 8825

Job summary

Function
Banking & Financial Services
Sub Sector
Capital Markets / Equity
What is your area of specialisation?
Financial Services
Location
Jakarta
Contract Type
Permanent
Consultant name
Fransisca Usman
Consultant contact
+62 21 2958 8825
Job Reference
JN-102026-7126338

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.