(Global Retail Finance) Senior Offline Wealth Management Sales Manager
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About the Company
Our company is a local peer-to-peer lending platform that offers unsecured loan facilities to individuals. With a strong commitment to improving financial accessibility, we aim to provide quality financial services to millions of people across Indonesia. Our mission is to empower individuals and communities to achieve their dreams at every stage of life. Since its inception, the platform has facilitated a total loan accumulation of IDR 44 trillion, with IDR 11.91 trillion disbursed in the current year alone. We currently manage IDR 3.02 trillion in outstanding loans, serving 6 million individual borrowers through 10.51 million active transactions.
We are seeking an experienced and motivated Sales Manager for our P2P Financial Platform. In this role, you will be responsible for recruiting, training, and managing a network of part-time Financial Advisors (FAs) while driving the growth of our wealth management products among high-net-worth clients. Your focus will be on expanding the company's assets under management (AUM) and providing tailored investment solutions to meet client needs.
Key Responsibilities:
Recruitment & Training of Financial Advisors:
Leverage your personal network and industry experience to recruit and train part-time Financial Advisors (FAs). Enhance their understanding of financial products, ensuring smooth communication with clients and elevating the professionalism of our advisory team.
Wealth Management Product Sales:
Assist in selling the company's wealth management products to high-net-worth clients. Provide investment advisory services, explain asset allocation strategies, and recommend suitable investment and wealth management solutions tailored to client needs.
Client Needs Research & Business Guidance:
Conduct in-depth research into the financial needs of high-net-worth clients. Collaborate with the training team to provide regular updates on market trends, financial theories, product sales techniques, and offer on-site guidance during client investment workshops and similar events.
AUM Growth Target:
Drive the business to achieve a total Asset Under Management (AUM) of $20 million by the end of the year, utilizing your expertise in wealth management and client relationships to reach this target.
Qualifications:
Wealth Management Experience:
Minimum of 5 years of experience in offline wealth management sales within local Indonesian tripartite financial companies, private banks, private equities, or trusts, with at least 2 years in a managerial role.
Local Market Network:
Strong connections with local wealth sales networks and Financial Advisors (FAs), especially within local banks. Priority will be given to candidates with a deep understanding of the local market and access to a well-established FA network.
Leadership & Team Management:
Proven leadership skills, with experience motivating and managing distributed sales teams. Successful track record in leading agent or partner networks to achieve sales goals, particularly in selling financial products.
Regulatory & Market Knowledge:
Comprehensive knowledge of regulatory requirements and market dynamics related to wealth management products in Indonesia. Ability to ensure full compliance while navigating the competitive financial landscape.
Skills & Attributes:
- Strong interpersonal and communication skills, with the ability to engage high-net-worth clients and build long-term relationships.
- A strategic thinker, capable of analyzing client portfolios and providing tailored investment solutions.
- Results-driven, with a strong commitment to meeting and exceeding AUM growth targets.
