Analyst_Treasure RM
On-site · Taipei, Taiwan, Taiwan
Taipei, Taiwan, TaiwanOn-siteFull TimeMid LevelNot SpecifiedLarge
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Large
Job Summary
Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning. Develop and maintain strong client relationships to understand financial goals and tailor solutions. Collaborate with cross-functional teams (investment specialists, product experts) to deliver comprehensive financial solutions. Proactively identify growth opportunities within the client portfolio and ensure compliance with regulations and internal policies.
Required Qualifications
- Minimum 3-5 years of experience in a similar role
- Strong interpersonal and communication skills
- Excellent analytical and problem-solving skills
- Thorough knowledge of investment products, wealth management strategies, and financial planning
- Ability to work collaboratively with cross-functional teams
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