Portfolio Counselor - 投資組合諮詢顧問 - Retail Banking

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Portfolio Counselor - 投資組合諮詢顧問 - Retail Banking-18006809
  • Demonstrate a firm understanding of Managed Investments, with a strong ability to explain and implement asset allocation and individual asset classes with respect to their specific characteristics and within the context of a client portfolio
  • Implement advisory and discretionary investment mandates
  • Articulate and advocate the house view of Citi, as well as the investments Citi recommends, while matching the appropriate investment opportunities with the client’s profile


  • 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



17 April 2019
Location: Taiwan Taipei
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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