Mutual Funds Advisor – Grow Clients’ Wealth

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 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.