Wealth Executive
Job Description
Finetiks | Jakarta, Indonesia | Full-time
Build your wealth sales career with Finetiks.
Finetiks is an OJK-licensed, AI-powered wealth application that helps 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 deposit funding
- 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 acquiring customer deposits 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 acquired customers and can demonstrate real results
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.
More Info
Key Skills
securities brokerage
relationship-building
