投資專家Investment Specialist

仕事内容

【Job Description】

• 與PB RM共同服務客戶，提供客戶以投資為主體的規畫建議專業服務。

Support PB Relationship Managers to identify client’s investment needs, provide investment strategies to achieve financial goals.

• 提供客製化投資服務及產品諮詢建議。

Provide investment products analysis and recommendation.

【Requirement and Qualification】

• 金融專業資歷10年以上，具私銀客戶服務經驗。

Minimum 10+ years of Wealth Management related working experience. Private banking service experience required.

• 具 Capital Market 領域專長，如證券投資組合建構、衍生性產品實務經驗、 TMU單位經驗等。

Expertise in capital market, portfolio construction, extensive experience in derivative operation and TMU , etc.

• 溝通表達說服能力及團隊合作。

Good communication skills and teamwork.