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Wealth Executive

Wealth Executive

finetiks
5-7 Years
  • Posted 19 hours ago
  • Be among the first 10 applicants

Job Description

Finetiks | Jakarta, Indonesia | Full-time

Build your wealth sales career with Finetiks.

Finetiks is an AI-powered Money Organiser helping Indonesians build better financial habits, save, and invest.

We are looking for a Wealth Executive with a proven track record of acquiring and funding deposit customers. You will be responsible for growing our savings, time-deposit, and investment businesses.

What you will sell

  • VIP Save — High-return digital savings
  • VIP Time Deposit — High-return time deposits
  • Finetiks Invest — US Stocks & ETFs

Key responsibilities

  • Acquire new customers and drive actual deposit funding, not just account openings.
  • Build and manage a strong pipeline through personal networks, referrals, outreach, and other channels.
  • Convert prospects into funded savings, time-deposit, and investment accounts.
  • Develop long-term customer relationships and encourage continued savings and investment.
  • Work with the team to improve customer acquisition and conversion.

Key requirements

  • 5+ years of experience in banking, wealth management, securities, brokerage, fintech, or a related financial-services sales role.
  • Proven track record of customer deposit acquisition and funding. This is a must-have.
  • Experience acquiring customers for savings, time deposits, investments, or other financial products.
  • Strong personal network and ability to generate new business independently.
  • Demonstrated ability to meet sales targets and deliver measurable results.
  • Excellent communication, relationship-building, and negotiation skills.
  • Entrepreneurial, proactive, and commercially driven.

We are looking for someone who has personally acquired customers and can demonstrate real results—not just managed an existing portfolio.

Compensation

Base Salary + Commission-based compensation.

Why Finetiks

  • Sell a growing suite of savings and investment products.
  • Help customers build better financial habits and grow their wealth.
  • Work closely with the founders in an entrepreneurial fintech environment.
  • Build a career in a business where your results directly drive your earning potential.

How to apply

  • Apply via LinkedIn or click on this Job Form https://forms.gle/2XCaN9QwnuEaiAst8

More Info

Job Type:
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Key Skills

Customer deposit acquisition

Securities brokerage

Savings time deposits

About Company