3 дня назад
Financial Advisor
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Mutual Funds): Providing users with financial advice and recommending suitable investment products based on their objectives, resources, risk profiles, and preferences with an accent on mutual funds and capital market knowledge. Focus on explaining financial plans and their risks, tracking investment markets and economic conditions, and coordinating with external financial professionals.
Location: Jakarta, Indonesia
Company
.id is an investment platform focused on making mutual fund investing simple for users.
What you will do
- Explain proposed financial plans, including their advantages and risks, and answer user questions.
- Recommend investment products and services based on customer objectives, resources, risk profiles, and preferences.
- Track investment markets, economic conditions, and new financial products to maintain current knowledge.
- Liaise with providers, solicitors, valuers, and other professionals.
Requirements
- Passion for capital markets and strong knowledge of mutual fund products.
- Understanding of current investment products.
- Excellent communication skills.
- Ability to work independently and as part of a team.
- Professionalism, honesty, and a strong work ethic.
- Bachelor's degree in Finance, Business, or a related field.
Culture & Benefits
- Full-time employment.
- Opportunity to advise investment platform users on financial planning and investment products.
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