Strategic Investment Specialist
1 month ago
Trinity Search Limited is seeking a skilled Strategic Investment Specialist to join our team.
This is an excellent opportunity for a seasoned investment professional to leverage their expertise and make a significant impact in the financial industry.
About the CompanyWe are a leading search firm dedicated to delivering exceptional talent solutions to top organizations worldwide.
Job Description- Collaborate with Relationship Managers to deliver high-quality investment planning services, tailoring solutions to meet clients' evolving needs.
- Develop a deep understanding of clients' requirements and match them with relevant products and services, ensuring seamless service delivery.
- Support Relationship Managers in conducting thorough portfolio reviews, explaining investment strategies, and updating clients on market developments.
- Contribute to the launch of new products, participate in roadshows, and facilitate customer activities, fostering strong relationships and driving business growth.
- Bachelor's Degree in Business, Finance, or a related field.
- A minimum of 8 years of experience in investment consulting and management within financial institutions or banking, with a proven track record of success.
- Excellent verbal and written communication skills in English and Mandarin, with the ability to handle client inquiries effectively.
- A strong grasp of financial markets and regulations, coupled with a mature, proactive approach to problem-solving.
- Exceptional interpersonal and communication skills, with a focus on delivering outstanding client service.
We offer a highly competitive salary, commensurate with experience, which ranges from $120,000 to $180,000 per annum, depending on qualifications and performance.
The estimated annual salary range is based on national averages, industry standards, and Trinity Search Limited's commitment to offering attractive compensation packages.
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