Investment Specialist 投資理財諮詢顧問 Retail Banking
Citi
Taiwan
5天前

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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