VP Private Wealth

A leading financial institution in Indonesia is hiring a VP, Private Wealth Management in Jakarta. Manage HNW clients, including those with offshore needs, and deliver tailored financial solutions. Enjoy a client-centric culture, strong compliance, and career flexibility. Open to experienced leaders or rising stars with integrity, professionalism, and strong people skills. No age limit—growth-focused environment.

As VP Private Wealth Management based in Singapore and would like to go back to Jakarta, you will play a pivotal role in shaping the financial futures of high-net-worth individuals who seek sophisticated advisory services. Your day-to-day responsibilities will revolve around building deep trust with clients—many of whom may be considering moving their assets back from offshore locations—and guiding them through complex wealth management decisions. You will act as their trusted advisor on everything from portfolio construction to estate planning while ensuring every interaction meets rigorous compliance standards. Success in this position requires not only technical proficiency but also genuine empathy for clients’ aspirations. By collaborating seamlessly with internal experts across investment products and insurance solutions, you will help deliver truly holistic outcomes that stand the test of time. Your ability to anticipate market shifts, respond thoughtfully to regulatory changes, and communicate clearly will set you apart as a valued partner in your clients’ financial journeys.

• Cultivate and maintain enduring relationships with high-net-worth individuals and affluent clients, particularly those with offshore portfolios who are considering repatriating assets to Indonesia.
• Serve as the primary point of contact for clients by providing bespoke financial advice that aligns with their unique personal circumstances and long-term objectives.
• Deliver comprehensive wealth advisory services encompassing investments, insurance solutions, estate planning strategies, and structured products designed for sophisticated investors.
• Regularly monitor and review client portfolios to ensure optimal performance in line with evolving market conditions and changing client goals.
• Drive business development initiatives by acquiring new high-net-worth clients through your established networks, referrals, and strategic prospecting activities.
• Collaborate closely with internal teams such as product specialists and investment advisors to provide integrated wealth management solutions that address complex client needs.
• Ensure all client interactions adhere strictly to bank policies, regulatory requirements, and risk management protocols to safeguard both client interests and institutional integrity.
• Maintain meticulous documentation of client profiles, risk assessments, transaction records, and compliance reports in accordance with industry best practices.
• Actively contribute insights on wealth trends, banking products, and market developments during client meetings or internal discussions to enhance service delivery.

Requirements:

• Bachelor’s degree in Finance, Business Administration or related discipline is required; advanced certifications such as CFP or CFA are highly regarded.
• Currently works as Private Wealth Bankers in Singapore & would like to go back home to Jakarta.
• Min. 5 years’ proven experience within private banking or wealth management environments in Singapore serving high-net-worth individuals or affluent families.
• Comprehensive understanding of investment products including equities, fixed income instruments, alternative assets, insurance offerings, estate planning vehicles, and structured products relevant to sophisticated investors.
• Demonstrated ability to manage large portfolios (Assets Under Management) while consistently achieving growth targets through thoughtful advisory strategies.
• Exceptional interpersonal skills marked by warmth, empathy, honesty, sensitivity to client needs, and the ability to foster long-term trust-based relationships.
• Outstanding communication abilities—both written and verbal—that enable you to explain complex financial concepts in clear terms suitable for diverse audiences.
• Deep familiarity with regulatory frameworks governing private banking activities in Indonesia as well as international best practices for compliance and risk mitigation.
• Experience working with multi-generational family wealth structures or succession planning processes is considered advantageous but not essential.
• A well-established network among Indonesia’s affluent communities or business leaders enhances your capacity for successful business development.

Apply today by clicking on the link below—your next chapter awaits!

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.