Portfolio Counselor - 投資組合諮詢顧問 - Retail Banking
Citigroup Inc
Taipei, Taiwan
5天前

Description

  • Demonstrate a firm understanding of Managed Investments, with a strong ability to explain and implement asset allocation and individual asset classes with respect to their specific characteristics and within the context of a client portfolio
  • Implement advisory and discretionary investment mandates
  • Articulate and advocate the house view of Citi, as well as the investments Citi recommends, while matching the appropriate investment opportunities with the client’s profile
  • Qualifications

  • Tertiary degree, preferably in Finance / Business related disciplines or a CFA / CFP holder
  • 5-8 years of relevant working experience in a financial institution
  • Innovative, resourceful, and has a keen eye for details
  • Ability to work under pressure and well-organized
  • Strong interpersonal and communication skills
  • Travel

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