The Wealth Management Officer will support the Wealth Management division by assisting in the execution of business strategies and operational tasks to drive overall growth and profitability This mid-level role includes supporting senior team members, helping with client acquisition and retention efforts, ensuring compliance with regulatory standards, and creating content for market and investment updates. Additionally, the officer will be responsible for building strong relationships with asset management companies, overseeing the execution of business operations, and preparing reports for submission to OJK and other regulators, while collaborating on business expansion initiatives
Job Specification:
Age 25-35
Female
Minimum Bachelor Degree
Experience: More than one year
Have solid knowledge in Market update & Issue, Capital Market, Mutual Fund Product, Power Points, have a good communication skills with the ability to build and maintain relationships with clients.
Must Have a valid WPPE / WAPERD License
Job Type: Full-time
Education:
Experience:
- Wealth Management: 1 year (Preferred)
License/Certification:
* WPPE / WAPERD License (Preferred)