227 Wealth Management jobs in Indonesia

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This program is exclusively designed for you who have a passion for the world of investing This program is suitable for curious individuals who are determined to explore the wealth management, investment, and marketing area while also discovering a potential career path in BCA. Equipped with 1-year intensive training, you are expected to gain in-depth finance and marketing knowledge and be ready to be a wealth specialist of a wide array of banking solutions for customers in BCA.

Benefits

• Receive intensive training for 1 year to develop candidate's soft skills and technical skills about investment
• Placement at the BCA branch office as a permanent employee
• Execute an important role in achieving BCA branch targets
• Equipped with opportunities for self-development by providing investment education to customers and fellow workers at BCA branch offices

This position is for you if you:

• Interested in investment or wealth management
• Fluent in English both oral and written
• Have excellent analytical thinking and problem-solving skills
• Have great interpersonal and intrapersonal skills
• Determined to keep learning and growing
• Oriented to targets and goals
• Not married and willing not to get married during the program
• Willing to undergo official bond after education

If the above vacancy catches your eye, apply now

• Develop and implement tailored investment strategies for diverse client portfolios, considering risk tolerance, financial goals, and market conditions.
• Conduct thorough research and analysis of financial markets, economic trends, and investment vehicles (equities, bonds, alternative investments).
• Select and manage a range of investment products to meet client objectives.
• Monitor portfolio performance, conduct regular reviews, and rebalance portfolios as necessary.
• Provide clear and insightful investment advice and reporting to clients.
• Build and maintain strong, long-term relationships with clients, understanding their evolving financial needs.
• Collaborate with wealth advisors and other financial professionals to deliver comprehensive client solutions.
• Ensure compliance with all relevant financial regulations, industry standards, and internal policies.
• Stay informed about new investment opportunities, market developments, and regulatory changes.
• Manage risk effectively within client portfolios.
• Prepare performance reports and presentations for clients and senior management.
• Contribute to the development of new investment products and services.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) are highly desirable.
• Minimum of 7 years of experience in investment management, portfolio management, or wealth management.
• Proven track record of successfully managing investment portfolios and achieving client objectives.
• In-depth knowledge of financial markets, investment strategies, and various asset classes.
• Strong analytical, quantitative, and critical thinking skills.
• Excellent client relationship management and communication skills.
• Proficiency in financial modeling and investment analysis software.
• Understanding of Indonesian financial markets and regulatory environment.
• Ability to work effectively in a hybrid work model, balancing remote and in-office responsibilities.
• High level of integrity and adherence to ethical standards.

Job Description:

• Shape the product roadmap and define key product capabilities
• Understand and keep abreast of the competitive landscape, as well as have a clear view of the positioning of the products
• Identify opportunities for digital innovations in wealth management and provide assessment of potential market
• Lead end-to-end product development, encompass conceptualization of new product design, articulation and prioritization of business requirements, review of technical build, user testing and working with relevant stakeholders to set up operational support for reconciliation and settlement
• Collaborate across multiple teams to ensure alignment to roadmap and delivery plan
• Monitor product performance and propose changes in customer journeys/features using a data-driven approach

Requirements:

• Minimum of 5 years of relevant working experience with preference in wealth products, retail banking, payments/transaction or relevant banking product roles
• WAPERD (Wakil Agen Penjual Reksa Dana) certification is required
• Familiar with wealth management product, mutual fund, digital channels or digital payment products
• Good verbal and written communication skills in English to facilitate discussion across stakeholders
• Self-starter and a quick learner with a demonstrated ability to self-motivate and follow-through on cross-functional projects
• Comfortable working in a dynamic environment
• Strong problem-solving, team management, and leadership skills

Job ID:

Location: Jakarta, Indonesia | Bandung, Indonesia | Medan, Indonesia | Pekanbaru, Indonesia | Palembang, Indonesia | Bandar Lampung, Indonesia | Semarang, Indonesia | Surabaya, Indonesia | Samarinda, Indonesia | Pontianak, Indonesia | Manado, Indonesia | Makassar, Indonesia | Denpasar, Indonesia | Indonesia

Area of interest: Branch and Retail Banking

Job type: Permanent - Full Time

Work style: Office Working

Opening date: 15-Sep-2025

Closing date: 28-Sep-2025

Job Advert Details

Some Careers Shine Brighter Than Others.
If you're looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth.

Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff.

We are currently seeking an experienced professional to join this team in the role of
Premier Relationship Manager Wealth Management (Premier Clients Focused)
Responsibilities:

• Manage premier customer's portfolio

Qualifications
To be successful in this role, you should meet the following requirements:

• Has a minimum 3 years experience working in Retail/Premier Banking segment as Relationship Manager
• Has a minimum of bachelor's degree
• Remain active in investment and/or insurance accreditation
• Good communication and interpersonal skills
• Strong knowledge of Wealth Management, Financial Markets, and Investment Products
• This position will be placement at Bandung, Balikpapan, Batam, Denpasar, Jakarta, Lampung, Manado, Makassar, Malang, Medan, Pekanbaru, Palembang, Pontianak, Solo, Semarang, Surabaya, Samarinda

You'll achieve more at HSBC
HSBC is committed to building a culture where all employees are valued, respected and every opinion counts. We take pride in providing a workplace that fosters professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender, ethnicity, disability, religion, age, or any other trait protected by applicable law. If you need any support or have any access requirements, we encourage you to inform us through email at at the time of your application, so that we can support you through your recruitment journey

Some careers shine brighter than others.

If you're looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth.

Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff.

We are currently seeking an experienced professional to join this team in the role of

Premier Relationship Manager Wealth Management (Premier Clients Focused)

Qualifications

To be successful in this role, you should meet the following requirements:

• Has a minimum 3 years experience working in Retail/Premier Banking segment as Relationship Manager
• Has a minimum of bachelor's degree
• Remain active in investment and/or insurance accreditation
• Good communication and interpersonal skills
• Strong knowledge of Wealth Management, Financial Markets, and Investment Products
• This position will be placement at Bandung, Balikpapan, Batam, Denpasar, Jakarta, Lampung, Manado, Makassar, Malang, Medan, Pekanbaru, Palembang, Pontianak, Solo, Semarang, Surabaya, Samarinda

You'll achieve more at HSBC

HSBC is committed to building a culture where all employees are valued, respected and every opinion counts. We take pride in providing a workplace that fosters professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender, ethnicity, disability, religion, age, or any other trait protected by applicable law. If you need any support or have any access requirements, we encourage you to inform us through email at at the time of your application, so that we can support you through your recruitment journey

Deskripsi pekerjaan :

Melakukan proses akuisisi nasabah baru untuk produk funding/wealth, cross selling/top up nasabah existing serta melakukan proses maintenance terhadap nasabah existing sehingga tercapai target pertumbuhan nasabah dan pertumbuhan volume portfolio dengan memberikan layanan transaksi sesuai dengan standar dan prosedur yang berlaku

Persyaratan :

• Pendidikan minimal S1
• Pengalaman minimal 2 tahun di industri perbankan atau minimal 3 tahun di industri non-perbankan (bancassurance/investment) dengan posisi sales
• Memiliki pengalaman dan portfolio di funding
• Familiar dengan penjualan bancassurance dan produk wealth management

Job Responsibilities:

The Relationship Manager for Wealth Management Business (Sinaya) will be responsible for managing the acquisition of priority customers and overseeing existing portfolios to drive additional sales and cross-sell products. This includes implementing sales initiatives and providing customer transactional services that align with the Bank's standards. The primary objective is to achieve growth targets for both customer acquisition and portfolio volume.

Requirements:

• Minimum 2 years of experience as a Funding Sales/Relationship Manager in Priority Banking or Wealth Management.
• Strong understanding of banking products, including investment and insurance products.
• In-depth knowledge of market trends, including the Financial Market, Capital Market, and Global Market.
• WAPERD/WPPE-P certification is a plus.
• Strong communication skills, fluency in English or Japanese is preferred.
• Excellent analytical thinking, results-oriented, self-motivated, and enthusiastic.
• Available for placement in Jakarta, Bandung, Surabaya, Makassar, Medan, Batam, Palembang, Balikpapan, Banjarmasin, Samarinda or Lampung.

About the role

As the Senior Manager of Financial Planning & Analysis at PT Richeese Kuliner Indonesia, you will play a crucial role in shaping the company's financial strategy and decision-making processes. This full-time position is based in Bandung, West Java, and will see you leading a team of financial analysts to drive informed business decisions that support the company's growth and profitability objectives.

What you'll be doing

• Develop and maintain robust financial models to analyze business performance, identify trends, and provide strategic recommendations to the leadership team
• Prepare comprehensive financial reports, budgets, and forecasts to support the company's short-term and long-term goals
• Collaborate cross-functionally with other departments to gather and analyze data, and provide insights that inform business strategy
• Lead and mentor a team of financial analysts, fostering their professional development and ensuring the delivery of high-quality work
• Analyze financial aspects in business development efforts
• Business innovation by the business plan related to systems and technology that support business acceleration, taking into account financial risks
• Evaluate financial performance to be able to measure the level of effectiveness and efficiency of the use of financial resources
• Business Partnering and control organization
• Drive financial planning of the company by analyzing its performance, forecasting, and budgeting

What we're looking for

• Minimum 5 years of experience in financial planning and analysis, preferably in the food and beverage industry
• Strong analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights
• Proficient in financial modeling, budgeting, and forecasting using tools such as Excel and SQL
• Excellent communication and interpersonal skills, with the ability to present financial information to both technical and non-technical stakeholders
• Experience in leading and managing a team of financial analysts
• Bachelor's degree in Accounting, Finance, or a related field
• Professional accounting qualification (e.g., CPA, ACCA, or CIMA) preferred
• To be placed in the Head Office Bandung

CAREER OPPORTUNITY

PT. Lautan Natural Krimerindo is a leading company of food and beverage ingredients, specialized in spray dried ingredients and powder premixes. We are seeking for highly dedicated, dynamic, and motivated individuals with a passion for challenge and success to be part of our winning team. Come and join us PT. Lautan Natural Krimerindo, part of PT. Lautan Luas, Tbk.

What you'll be doing

• Responsible for preparing and analyzing monthly cost reports to ensure accurate financial tracking and effective cost management.
• Actively contribute to the company's Cost Reduction Programs by identifying opportunities for efficiency improvements and supporting implementation initiatives.
• Monitor and evaluate monthly budgets to ensure alignment with business objectives and financial discipline.
• Prepare and present comprehensive management financial reports, including dashboards, performance metrics, trends, projections, and data-driven insights, to stakeholders across the organization.
• Collaborate with cross-functional teams (Operations, HR, Sales) to synchronize financial objectives with overall business strategies.
• Conduct thorough financial analysis based on historical data, market trends, and key business drivers to support strategic decision-making.
• Compile weekly economic updates and perform impact analysis to assess potential implications for the company.

What we're looking for

• Bachelor's degree in Accounting or a related field
• 2-3 years of experience in a financial planning and analysis role, preferably in manufacture or financial services industry
• Strong analytical and problem-solving skills with the ability to interpret financial data and present insights
• Proficient in financial modelling and forecasting using tools such as Excel
• Proficient in the use of accounting software and SAP