Investment Sales

Bibit.id; Jakarta Pusat; Hybrid; IDR 100,000,000 - 180,000,000; Full time

Job summary

Bibit.id is seeking a seasoned investment sales professional to expand our client base in Jakarta, serving institutional and retail investors, HNWI, and selling-agent partners. You will read client needs, tailor solutions that fit the market, and run client meetings to promote Bibit.id’s funds and services.

The role requires 3–5 years in investment sales, a valid WAPERD certification, and a demonstrated ability to build trust, manage a pipeline, and report results to senior management.

Qualifications

• 3–5 years in investment sales / distribution at an asset management firm.
• WAPERD certification required.
• Strong product knowledge and an ability to explain funds clearly.
• A real relationship-builder with proven trust and repeat business.
• Proactive, data-driven and compliant in approach.

Responsibilities

• Identify and target potential clients — institutional and retail investors, high-net-worth individuals, and selling-agent partners.
• Read client needs and tailor solutions that fit the market.
• Build and maintain strong relationships to grow investments and loyalty.
• Run client meetings, presentations, and follow-ups to promote the firm's products.
• Track and report on business development activity and progress toward targets.
• Analyze sales data and present findings to senior management.
• Maintain compliance and due diligence across client activities.
• Keep the pipeline organized and proactively pursue new opportunities.

Skills

Investment sales

Client relationship building

Data & reporting

Presentation & communication

Market knowledge

Compliance & due diligence

Proactiveness

Organization & reliability

Job description

What You'll Do

• Identify and target potential clients — institutional and retail investors, high-net-worth individuals, and selling-agent partners.
• Read client needs and industry developments, and tailor solutions that actually fit the market.
• Build and maintain strong relationships with existing clients to keep them loyal and bring in additional investments.
• Run client meetings, presentations, and follow-ups to promote the firm's products and services.
• Put strategies in place to grow the client base and increase AUM.
• Know the firm's investment products, services, and performance inside out.
• Clearly communicate the benefits and unique features of what we offer to prospective clients.
• Do thorough market research — trends, competitive landscape, growth opportunities.
• Keep an eye on competitors and strategize to stay ahead.
• Stay current on industry trends, regulatory changes, and product innovations.
• Track and report on business development activity, client interactions, and progress against targets.
• Analyze sales data, prepare performance reports, and present findings to senior management.
• Adjust your approach based on the metrics and market feedback.
• Run due diligence on new and existing clients, keep accurate records, and support the firm\'s overall compliance framework.

What We Need From You

• 3–5 years in investment sales / distribution at an asset management firm — you know how to sell investment products and grow AUM.
• WAPERD certification required — you must hold a valid WAPERD (Wakil Agen Penjual Efek Reksa Dana) certification.
• Strong product knowledge — you can explain funds and investment products clearly and make the case with confidence.
• A real relationship-builder — you win trust and keep clients coming back, not just closing one-off deals.
• Sharp on markets and the competitive landscape — you know the industry and can spot where the opportunities are.
• Comfortable with data and reporting — you can track your pipeline, read the numbers, and present clearly to senior management.
• Solid grasp of compliance and due diligence — you sell hard but always within the rules.
• Driven and target-oriented — you like having a number and beating it.
• Excellent communicator and presenter — confident in a room, clear on paper.
• Proactive and self-driven — you go find the clients, you don\'t wait for leads to land.
• Organized and reliable — you manage a pipeline and follow-ups without letting anything slip.

Nice To Have (not Required)

• A WMI (Wakil Manajer Investasi) license is a plus, but not required.
• Familiarity with Sharia investment products is a big plus.
• An existing network of institutional, HNWI, or selling-agent relationships.
• Familiarity with the Indonesian capital markets and the local distribution landscape.
• You already follow, trade, or invest in the markets on your own.