Job Responsibilities :

• Proactively advises on investment selection across various channels.

• Manages investment portfolios aligned with client risk tolerance and objectives.

• Cultivates individual client relationships based on trust and a consultative approach to meet financial goals.

• Leads and participates in investment activities, seminars, and workshops.

Qualifications :

• Bachelor′s or Master′s degree in business administration, Finance, Marketing, Economics, or related fields.

• Outgoing personality with strong interpersonal skills and a passion for service.

• 1-5 years of experience in investment consulting or related fields. New graduates welcome.

• Proficiency in English (reading and communication) is essential.

• Strong communication and analytical skills.

• Proficient in computer and analytical tools.

• IC complex or IP license required.