Investment Advisor
1 month ago
Job Description:
Trinity Search Limited seeks a skilled Investment Counselor to join our team. The successful candidate will work closely with Relationship Managers to deliver professional investment planning services.
Key Responsibilities:
- Collaborate with Relationship Managers to deliver investment planning services.
- Identify customer needs and match them with suitable products and services.
- Support Relationship Managers in conducting portfolio reviews and explaining investment strategies to clients.
- Assist in product launches, roadshows, and other customer activities.
- Requirements:
- Bachelor's Degree in Business, Finance, or a related field.
- Minimum of 8 years of experience in investment consulting and management in financial institutions or the banking industry.
- Excellent written and verbal communication skills in English and Mandarin.
What We Offer:
Trinity Search Limited offers a competitive compensation package, opportunities for professional growth, and a dynamic work environment.
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