Soma Capital Portfolio Jobs

Mutual Fund Manager

Gotrade

Gotrade

Indonesia
Posted on Thursday, December 7, 2023
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Mutual Fund Manager

Location : Jakarta, Indonesia
Gotrade enables anyone in the world to invest $1 in any US stock on an easy to use, commission-free platform.
A LITTLE ABOUT US 🤔
Every developed market in the world has access to the US stock market. However, billions of people can't access US stocks easily - that's well over 50% of the world's population, excluded from one of the greatest generators of wealth in history. In some countries, it's hard to open and fund an account. In others, it's simply too expensive.
No one did anything about it before because it simply didn't make sense - US stocks were expensive... until now.
Gotrade is the first platform which brings fractional share investing to the world. Fractional shares bring the barrier down by up to 3,500 times - making investing accessible to literally anyone.
OUR CULTURE 👫
We don’t hide behind fancy job titles or set up bureaucratic processes. Instead we treat our people equally, fairly and give them a ton of freedom and autonomy to create something awesome.
The values we live by are :
👨 Be customer obsessed
🆘 Help others
Shoot for the stars
⛏️ Take ownership
🥳 Have fun & make history
🪟 Be transparent
🏃 Default to speed
Keep it simple
WE LOOK FOR RADICALLY BETTER 🚀
When you join Gotrade, it’s not just another job. You’ll have the chance to build something that really matters, creating a dent in the universe with the A-team. We’ll give you the freedom and tools to bring your absolute best, and the opportunities will be limitless.
We look for the best. We want entrepreneurs. We look for natural self-starters who see things through from start to finish, and who learn from every mistake.
We want people who are cognitively gifted, apply deep logic to their thinking and back everything up with data.
Armed to the teeth with technology, we are diving deeper into the world of traditional investing, showing the billions of people left behind that their time has come because things can be done better - a lot better. Things can be different.
ABOUT THE ROLE ✍️
We're looking for a Mutual Fund Manager who will:
Increase the number of new account opening and subscription for mutual funds products
Increase the company’s profile and reputation in the mutual funds market by participating in events, seminars, or promotional events for wealth and investment products
Train internal team to be well-versed in wealth management and mutual fund products
In charge of customer complaint handling during account opening, mutual funds subscription and redemption, and liaise with the relevant team members within the company
Work together with the product, growth, and acquisition teams to improve the quality of the company’s product and service offering
Be active in internal projects; specifically, product development, operational and technical improvements
Maintain, track, and regularly assess customers’ activities in mutual funds transactions to improve the quality of the company’s product and service offering
WHAT YOU’LL NEED 📖
Min. Wakil APERD certification (WPPE or WMI is preferred)
Min. 3 years of experience of working in securities companies (brokers, underwriters, fund managers, or mutual funds agents)
Evidence of success in developing and implementing a business development strategy in Indonesia
Understanding of capital market products, mutual funds, and bonds.
Have a high level of understanding of country & regulatory principles and rules
Good communication skills (written and verbal) in both Bahasa and English
Feeling ready to give 100% to tearing down financial borders and finally democratizing the global financial system? Would love to have you apply, even if you feel unsure about whether you meet every single requirement in this posting. At Gotrade, we’re looking for people invigorated by our mission, not just those who simply check off all the boxes.
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Join our talent community by submitting your resume through this link.