Financial Advisor

We are looking for passionate and enthusiast Financial Advisor to join our new product team, Bibit. This position allows you to provide financial advice to our customers and make recommendations on how to best utilize their money, especially in mutual fund investment. As a Financial Advisor, you will be able to research marketplace on available products and services, identify customers’ needs, and design financial strategies. 

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

  • Work closely with Marketing team to develop online and offline content regarding mutual fund and other investment

  • Liaise with providers, solicitors, valuers and other professionals

Requirements:

  • Passionate in financial planning

  • Demonstrated understanding of current investment products 

  • Excellent communication skills

  • Hold certification of Certified Financial Planner (CFP)

  • 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