Wealth Specialist (Priority Clients)

3-6 years
12 months ago 1 Applied
Job Description


  • Deliver end-to-end knowledge of Mutual Fund products to 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 strong background in wealth management and personal finance
  • Strong knowledge of Mutual Fund 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
  • Flexible working hours
  • Remote working culture
  • Broaden your knowledge in financial investment



Job Source: apply.workable.com

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