Wealth Specialist

South Jakarta
Permanent
Full-time

1 month ago
Apply easily

As a Wealth Specialist, you will be responsible for managing and growing relationships with our priority clients, investors, and trader community. This role combines deep product knowledge with strong people skills—you’ll serve as a trusted advisor, deliver tailored investment insights, and actively contribute to community engagement efforts. You’ll also play a strategic role in driving sales growth, hosting educational events, and collaborating with internal and external stakeholders to elevate the client experience and promote financial empowerment.Responsibilities

Build and maintain strong relationships with investors, traders, and priority clients in our community
Organize and host engaging events, webinars, and workshops tailored to our audience
Deliver comprehensive investment product knowledge to Priority clients
Develop and implement strategies to drive sales growth and client engagement
Provide ongoing product education and support to community members
Collaborate with external parties such as Investment Managers to enhance product offerings
Monitor, analyze, and respond to community sentiment and feedback
Partner with Marketing to create targeted, data-driven community campaigns

Requirements

Bachelor’s degree in Finance, Management, Investment Banking, or a related field from a reputable university
Minimum 1-2 years of relevant experience, ideally with strong exposure to Priority or Institutional clients
Deep understanding of Mutual Funds, Bonds, Stocks, and familiarity with the Stockbit and Bibit application
Having WPPE or WAPERD certification is a plus
Proven track record in community management, equity sales, or similar roles
Exceptional relationship-building and networking skills across various client profiles
Excellent interpersonal skills and a strong team player who can also work independently
Experience in organizing and moderating both online and offline events
Critical thinker with a proactive, process-driven, and systematic approach
Not affiliated with any particular group or association
Results-oriented with a strong focus on execution and sales performance

Benefits

Supportive teammates
Health insurance benefits
Self development activities that support careers
Broaden your knowledge in financial investment

Stockbit