Investment Management Specialist
7 days ago
The Investment Consultant will be responsible for delivering exceptional client service and providing expert advice on investment management. This role requires strong analytical skills, attention to detail, and excellent communication abilities.
Key Responsibilities:- Develop and implement customized investment plans for high-net-worth clients.
- Conduct regular portfolio reviews to ensure alignment with clients' investment objectives.
- Stay up-to-date with market trends and regulatory changes to provide informed advice to clients.
- Degree in Finance or a related field, with relevant certifications (e.g., CFA) an asset.
- At least 2 years of experience in wealth management, preferably in a similar role.
- Excellent understanding of investment products and risk management principles.
- Proficiency in Mandarin is a plus, but not required.
- A dynamic and supportive work environment.
- Ongoing training and development opportunities.
- A competitive salary and benefits package.
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