Investment Specialist 投資理財諮詢顧問 Retail Banking

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 :

Responsibilities :

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 :

  • Bachelor or Master degree , preferably in Finance / Business related disciplines or a CFA / CFP holder
  • Strong interpersonal and communication skills
  • 5-10 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
  • Education :

  • Bachelor’s / University degree or equivalent experience
  • Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - TW

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.

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