HNWI Relationship Manager

About the role

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)
• Knowledge about Investment
• (Pasar Modal - Saham - Reksadana - etc)

Benefits

• Fixed Salary
• Performance Based Incentives
• MESOP (Management and Employee Stock Option Program)