Wealth Specialist

STOCKBIT.COM; Jakarta Selatan; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A financial technology startup in Jakarta Selatan seeks a Wealth Specialist to manage and grow relationships with clients. The role requires strong knowledge of investment products, event organization skills, and the ability to drive sales growth. Candidates should have at least 1-2 years of relevant experience, preferably dealing with priority clients. Join us in our mission to enhance financial literacy.

Benefits

Health insurance benefits

Self development activities

Broaden knowledge in financial investment

Qualifications

• Minimum 1-2 years of experience with Priority or Institutional clients.
• Deep understanding of Mutual Funds, Stocks, and Bonds.
• Proven track record in community management or equity sales.

Responsibilities

• Build strong relationships with investors and priority clients.
• Organize and host engaging events and webinars.
• Deliver comprehensive investment product knowledge.

Skills

Relationship-building

Networking

Community management

Sales performance

Investment knowledge

Education

Bachelor’s degree in Finance or related field

Tools

Stockbit application

Bibit application

Job description

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

Requirements

• 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

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 is easy to use for both beginners and advanced users as we will help you to invest smartly. 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!

Are you the one?

See all job openings on this link: https://careers.stockbit.com/

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 is easy to use for both beginners and advanced users as we will help you to invest smartly. 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!

Are you the one?

See all job openings on this link: https://careers.stockbit.com/

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