About the client
Our client is an AI-powered personal finance and digital wealth management application based in Jakarta, Indonesia. Founded 4 years ago, they are officially registered and supervised by the Financial Services Authority (OJK).
Help build the future of investing access in Indonesia through their US Stocks & ETFs investment platform.
About the role
They are looking for a high-performing sales professional with a strong background in retail equities or wealth management sales, ideally from a securities or brokerage firm.
This role is ideal for someone who:
- Has an existing network of affluent or active investor clients
- Understands US markets, stocks, and ETFs
- Loves discussing market trends and investment opportunities
- Knows how to build trust and long-term client relationships
- Is commercially driven and hungry to grow AUM and client portfolios
Requirements
- Minimum 5 years of experience in: Equities sales/Wealth management/Securities brokerage sales/Investment advisory
- Strong understanding of US equity markets
- Proven sales and client acquisition track record
- Relevant market certifications (WPPE/WMI preferred)
- Confident in discussing trade ideas and market insights sourced from qualified analysts
What You'll Do
- Acquire and grow investment clients
- Engage clients on US Stocks & ETFs opportunities
- Build and manage investor relationships
- Work closely with marketing and partnerships to drive growth
- Help position company as a trusted investing platform for Indonesians
Why Join Us
- Fast-growing fintech with strong financial wellness mission
- Opportunity to build an investment business from early stage
- Access to innovative investment products and partnerships
- Entrepreneurial, high-growth environment
