DescriptionAs a Wealth Specialist, you will be responsible for managing and growing relationships with our priority clients, investors, and trader community. This role combines deep product knowledge with strong people skills-you'll serve as a trusted advisor, deliver tailored investment insights, and actively contribute to community engagement efforts. You'll also play a strategic role in driving sales growth, hosting educational events, and collaborating with internal and external stakeholders to elevate the client experience and promote financial empowerment.
Responsibilities
- Build and maintain strong relationships with investors, traders, and priority clients in our community
- Organize and host engaging events, webinars, and workshops tailored to our audience
- Deliver comprehensive investment product knowledge to Priority clients
- Develop and implement strategies to drive sales growth and client engagement
- Provide ongoing product education and support to community members
- Collaborate with external parties such as Investment Managers to enhance product offerings
- Monitor, analyze, and respond to community sentiment and feedback
- Partner with Marketing to create targeted, data-driven community campaigns
Requirements:- Bachelor's degree in Finance, Management, Investment Banking, or a related field from a reputable university
- Minimum 1-2 years of relevant experience, ideally with strong exposure to Priority or Institutional clients
- Deep understanding of Mutual Funds, Bonds, Stocks, and familiarity with the Stockbit and Bibit application
- Having WPPE or WAPERD certification is a plus
- Proven track record in community management, equity sales, or similar roles
- Exceptional relationship-building and networking skills across various client profiles
- Excellent interpersonal skills and a strong team player who can also work independently
- Experience in organizing and moderating both online and offline events
- Critical thinker with a proactive, process-driven, and systematic approach
- Not affiliated with any particular group or association
- Results-oriented with a strong focus on execution and sales performance
Benefits:- Supportive teammates
- Health insurance benefits
- Self development activities that support careers
- Broaden your knowledge in financial investment
