Investment Advisor

- Contact and maintain relationships with clients and communication.

- Provide regular client portfolio reports and presentations.

- Report economic trends/activities and financial market analyses and advise the effects on the client’s portfolios.

- Provide support for the management of investment plans. 

- Arrange for client consultations and oversee administrative duties.

- Mentoring junior investment advisors.

- 2 – 5 years of sales experience.

- Knowledge of financial markets and investment products.

- Highly service minded, high responsibility, high degree of comfort managing multiple tasks simultaneously, and a positive    attitude.

- Detail oriented and able to work in a fast-paced environment.

- Committed to providing exceptional customer service.

- Ability to work well with team and the cross-functional team.

- Good command of spoken and written English.

- Proficient with Microsoft Office, especially Excel.

- Hold license/ certificate related to investment field (IC, IP, CFA, CFP, etc.) will be advantage