Client is well-known securities firm.
Responsibilities:
- Collaborate in acquiring and leading client relationships, providing advice on a broad range of investment portfolios/ products and services needs of clients.
- Advise on leading investment product portfolios, tailored solutions and advisory approach for our clients.
- Deliver superior service to our clients and seek opportunities to deliver cross-selling future investment opportunities.
- Be knowledgeable and product expertise in developing solutions for clients in the creation, management and transfer of their portfolio.
Qualifications:
- Bachelor's or Master's degree in Finance, Accounting, Economics, or related field
- 5+ years of experience in investment advisor in securities.
- IC Complex License is required
- Good command in English.
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