Responsibilities :

• Provide comprehensive advices on investment selection: stocks, futures & options, fixed income, derivatives, etc. to clients.

• Manage investment portfolio based on risk tolerance and clients’ objectives.

• Build client relationships based on trust, understanding of needs, and ability to help clients reach financial goals with a proactive and consultative approach.

Qualification :

• Bachelor or Master degree in Business Administration, Finance, Marketing, Economics, or related fields.

• 1 to 5 years of experience in investment consulting, or related fields, new graduates are welcome.

• English proficiency, reading and communication is required.

• Strong communication and interpersonal skills.

• IC or IP license is required.