Financial Advisor

Posted Yesterday
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Kecamatan Setiabudi, Jakarta
In-Office
Entry level
Fintech • Software • Financial Services
The Role
Provide financial advice, recommend investment products, explain financial plans, and liaise with other professionals while keeping up with market conditions.
Summary Generated by Built In
Company Description

Bibit.id is a platform to help you to start your investment in mutual fund in a very simple way.

Job Description

We are looking for Financial Advisor to join Bibit.id. This position allows you to provide financial advice to our users and make recommendations on how to best utilize their income.

Responsibilities:

  • Help to explain to users about proposed financial plans, explaining advantages and risks, alleviating concerns and answering questions
  • Updates job knowledge by tracking investment markets, general economic conditions, and new financial products
  • Recommend investment products and services that are suitable for customers based on their objectives, resources, risk profile, and preferences
  • Liaise with providers, solicitors, valuers and other professionals

    Qualifications

    Requirements:

    • Passionate in capital market
    • Strong knowledge in mutual funds products
    • Demonstrated understanding of current investment products 
    • Excellent communication skills
    • Able to work independently as well as function as part of a team
    • Possess a commitment to professionalism, honesty and a strong work ethic
    • Bachelor degree in Finance, or Business, or any related fields

    Top Skills

    Financial Products
    Mutual Funds
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    The Company
    HQ: Setiabudi, Jakarta
    447 Employees
    Year Founded: 2019

    What We Do

    We are a startup company with a mission to increase financial literacy in all circles of society through the most optimal investment technology. Our platform enable both beginners and advanced users to invest effectively. We believe that everyone has an equal opportunity to invest in the right way to achieve a better future.

    If you have the same mission to #TumbuhBersama with us, we want to know you better!

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