Investment Specialist 投資理財諮詢顧問 Retail Banking


Company Type

  • 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:
  • 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.


  • 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

APAC-TWN-TPE-Taipei Sales Full-time Bachelor's Degree Day Job Regular Yes, 25 % of the Time

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Confirmed 21 hours ago. Posted 30+ days ago.

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