We are looking for experienced Investment Advisors.

  • Prospect for new clients
  • Maintain and deepen relations with existing clients
  • Educate clients regarding the range of applicable investment options available to them
  • Determine the risk tolerance of clients
  • Develop personally tailored investment solutions for clients
  • Follow through on the investment actions approved by clients
  • Maintain proper documentation of investment actions taken on behalf of clients
  • Maintain an up-to-date knowledge of investment products

Desired Qualifications

The candidate investment advisor must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base.

The individual must also have sound judgment in adopting the investment positions agreed to by clients.

The ideal candidate should have prior experience of a minimum 5 years investment advisor or sales executive.

The minimum education requirement is a bachelor's degree.

工作详细内容

全部职位:
8 发布
工作时间:
早班
工作类型:
工作地址:
性别:
没有偏好
最低学历:
学士
职位等级:
资深专业人员
经验:
3年 - 5年
在之前申请:
Apr 27, 2024
发布日期:
Mar 26, 2024

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