Wealth Specialist Jobs

Bachelor’s degree in Finance/Management/Investment Banking or other relevant major from a reputable university

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

Work closely with relevant external parties such as Investment Managers

At least 3 years of relevant experience, preferably with a strong experience in handling Institutional/Corporate clients

Strong knowledge of Mutual Fund products and Bibit application

Achieve quarterly goals, target metrics, and Pintu OTC’s KPIs established by the management

Consult and evaluate OTC client’s needs & requirements in relation to crypto asset investments

Have minimum 5-6 years of experience within the same role

Experience in research pricing market

Excellent communication and interpersonal skills

Identify and originate new prospective clients for Pintu OTC

Minimum 3 years investment product development/management experience

Strong problem solving and analytical skills including demonstrated experience with research, data gathering and ability to think strategically

WAPERD and/or WPPE AAJI certification a plus

competitive benefits package and professional advantages

Strategically and tactically drive product and business development efforts across both product and client life cycles

Work closely with strategic partners to drive adoption of Alternative Investment Products

Administrative works (including budget, creative, purchasing, sign off and file records)

Daily progress preparation, monitoring & reporting, including creative development and budget implementation

Prudential is an equal opportunity employer.

Minimum 3 years experience as Funding Marketing

Possess effective communication with good interpersonal skill, create and maintain great network, also result oriented.

Indepth knowledge within Financial Market, Capital Market and Global Financial Market.

Understanding of banking products, including investment and insurance products.

Certified AAJI and WAPERD/WPPE will be prioritized

Memiliki pengalaman sebagai Relationship Manager di Bank selama minimal 3 tahun

Memasarkan produk Investasi ( Reksadana dan Obligasi )

Memahami dan Melakukan Riset Pasar

Mampu menjalin relasi yang baik dengan Client jangka panjang

Aktif mengelola reksadana dan Obligasi

Sertifikasi WPPE dan WAPERD Aktif

competitive benefits package and professional advantages

Bertanggung jawab dalam mengimplementasikan strategi untuk mengembangkan pencapaian penjualan produk Wealth di Cabang

Membuat sales kit yang akan digunakan sebagai standar acuan tenaga pemasar di Cabang

Berkoordinasi dengan unit kerja internal lainnya untuk mengendalikan risiko dengan memastikan tenaga pemasar di Cabang memiliki pengetahuan dan kemampuan yang mumpuni.

Melakukan update mengenai informasi pasar ke cabang

Memastikan target produk wealth di Cabang tercapai (sharing KPI)

At least 3 years of relevant experience, preferably with strong background in wealth management and personal finance

Bachelor’s degree in Finance/Management/Investment Banking or other relevant major from a reputable university

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

Work closely with relevant external parties such as Investment Managers

Strong knowledge of Mutual Fund products and Bibit application