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


  • 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
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