Wealth Specialist (Priority Clients)

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