ALYST, Treasures ARM, Consumer Banking Group
On-site · Taichung, Taiwan, Taiwan
Job Summary
Provide comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning. Analyze clients' financial goals, risk tolerance, and investment portfolios to develop customized strategies. Collaborate with cross-functional teams, such as investment specialists and tax experts, to deliver holistic financial solutions. Proactively monitor clients' financial situations and make recommendations to optimize their wealth while maintaining strong client relationships and ensuring regulatory compliance.
Required Qualifications
- Minimum 5 years of experience in the financial services industry, preferably in a client-facing role
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Thorough understanding of investment products, wealth management strategies, and financial planning principles
- Ability to work collaboratively with cross-functional teams and adapt to changing business needs
- Commitment to providing exceptional customer service and maintaining the highest ethical standards
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.