The Role
The Wealth Specialist will manage and build relationships with Priority clients, deliver investment product knowledge, provide recommendations and market updates, coordinate with external parties, and assist in report preparation.
Summary Generated by Built In
Responsibilities
- Deliver end-to-end knowledge of investment products to our Priority clients
- Build and manage relationships with Priority clients through a variety of mediums, including our platform
- Provide necessary recommendations and market updates based on clients' request
- Work closely with relevant external parties such as Investment Managers
- Coordinate with other departments in resolving internal and external issues
- Assists in preparation of regular & ad-hoc reports in time
- Bachelor’s degree in Finance/Management/Investment Banking or other relevant major from a reputable university
- At least 3 years of relevant experience, preferably with a strong experience in handling Priority and Institutional clients
- Strong knowledge of Mutual Fund, Bonds, Stocks products and Bibit application
- Good financial analysis skills
- Excellent problem-solving and decision-making skills
- Strong relationship and networking skills with people from various backgrounds
- Strong communication skills in Bahasa & English (verbal and written)
- Based in Jabodetabek area
- Supportive teammates
- Health insurance benefits
- Self development activities that support careers
- Hybrid working culture
- Opportunity to broaden your knowledge in financial investment
The Company
What We Do
We are a startup company with a mission to increase financial literacy in all circles of society through the most optimal investment technology. Our platform enable both beginners and advanced users to invest effectively. We believe that everyone has an equal opportunity to invest in the right way to achieve a better future.
If you have the same mission to #TumbuhBersama with us, we want to know you better!
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