• Provides proactive service and advice on investment selection (stocks, futures & options, fixed income, derivatives, bonds, structured notes, etc.) through all channels for HNW/UHNW clients.
• Manages investment portfolios based on risk tolerance and client objectives.
• Demonstrates strong analytical skills and a deep understanding of complex financial products.
• Builds individual client relationships based on trust, understanding of client needs, and the ability to help clients achieve financial goals through a proactive and consultative approach.
• Manages and participates in investment activities, seminars, and workshops.

• Bachelor’s or Master’s degree in Business Administration, Finance, Marketing, Economics, or related fields.
• Outgoing personality, strong interpersonal skills, a passion for service, and the ability to provide advisory support.
• 3+ years of experience in investment consulting or related fields.
• English proficiency (reading and communication) is required.
• Strong communication and interpersonal skills are required.
• Proficient in computer applications and analytical tools.
• IC Complex or IP license is required.