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