Investment Specialist_投資理財諮詢顧問_Retail Banking
Citigroup Inc
Taipei, TPE, TWN
33天前

Description

  • The Investment Consultant is required to coach and support Financial Concultants to provide investment advisory services to Citigold wealth management clients such as the following :
  • Investment products analysis and review
  • To identify and understand clients' long term needs and construct, recommend, and execute investments solutions
  • To regularly conduct client investment portfolio review including rebalancing
  • The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs.
  • 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
  • 申請
    申請
    郵箱地址
    通過點擊“繼續”,我允許neuvo同意處理我的數據並向我發送電子郵件提醒,詳見neuvo的 隱私政策 。我可以隨時撤回我的同意或退訂。
    持續
    申請表格