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

Citibank - More jobs by this advertiser
Portfolio Counselor - 投資組合諮詢顧問 - Retail Banking-18006809
Description
 
  • 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

 


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

 

  



18 March 2019
Location: Taiwan Taipei
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Sales
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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