Wealth Specialist (Priority Clients)

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

Requirements

• 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

Benefits

• Supportive teammates
• Health insurance benefits
• Self development activities that support careers
• Hybrid working culture
• Opportunity to broaden your knowledge in financial investment