個金_私人銀行專屬理財投資顧問(investment Advisor)

CTBC Holding

Taiwan
Base: negotiable; bonus/equity: not specified; ben...
5 years of experience
Investment planning expertise
Asset management knowledge
The role involves understanding and organizing investment planning needs for high-net-worth clients

Job Summary

  • The role involves understanding and organizing investment planning needs for high-net-worth clients.
  • You will manage asset allocation and investment performance while identifying market opportunities.
  • The position requires collaboration with relationship managers to enhance financial product knowledge.

Matching Summary

The role involves understanding and organizing investment planning needs for high-net-worth clients.

Salary

Base: Negotiable; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5 years of experience
  • Investment planning expertise
  • Asset management knowledge

Nice-to-have

  • Strong communication skills
  • Team collaboration
  • Client relationship management

Key Requirements

  • Master's degree
  • Fluent in English
  • Financial certifications such as CFP or CFA

Work Rights

Not specified

Tailored Resume

Cover Letter