Financial Advisor

Bibit; Jakarta Selatan; On-site; IDR 100,000,000 - 150,000,000; Full time

Job summary

Bibit.id is seeking a Financial Advisor to join Bibit.id in Jakarta. You will provide financial guidance to our users and recommend how to best utilize their income through mutual funds and other investment products.

You will explain plans, track markets, liaise with providers, and help users choose suitable products based on their objectives and risk tolerance. The role requires teamwork, professionalism, and strong knowledge of capital markets.

Qualifications

• Bachelor degree in Finance, Business, or related fields.
• Strong interest in capital markets.
• Knowledge of mutual funds products.
• Ability to work independently and as part of a team.
• Commitment to professionalism and integrity.

Responsibilities

• Explain proposed financial plans, outline advantages and risks, and answer questions.
• Keep knowledge up-to-date by tracking investment markets and economic conditions.
• Recommend suitable investment products based on customers’ objectives, resources, risk profile, and preferences.
• Liaise with providers, solicitors, valuers and other professionals.

Skills

Capital markets

Mutual funds knowledge

Investment products understanding

Teamwork

Professionalism

Education

Bachelor degree in Finance or Business

Job 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

• Passionate in capital market
• Strong knowledge in mutual funds products
• Demonstrated understanding of current investment products
• 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