Responsibilities
- 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
Stockbit