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Bibit.id

Wealth Specialist (Priority Clients)

Bibit.id
Early Applicant
  • a month ago
  • Be among the first 50 applicants
Exp: 3-5 Years
Indonesia
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Job Description

Responsibilities

  • Deliver end-to-end knowledge of investment products to our 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

Requirements


  • 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 a strong experience in handling Priority and Institutional clients
  • Strong knowledge of Mutual Fund, Bonds, Stocks 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

Benefits


  • Supportive teammates
  • Health insurance benefits
  • Self development activities that support careers
  • Hybrid working culture
  • Opportunity to broaden your knowledge in financial investment

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

Mutual Fund
Stocks
financial analysis
Relationship
communication
Problem-solving
Networking

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Date Posted: 20/10/2024

Job ID: 97024619

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