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Wealth Specialist (Priority Clients)

Loker ini dibuat lebih dari 2 bulan yang lalu
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  • 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
Silakan referensi bahwa Anda menemukan lowongan kerja ini di, ini membantu kami mendapatkan lebih banyak lowongan kerja berkualitas di sini, terima kasih!
Jenis kontrak
Full Time
Tanggal posting
10 April, 2023