Private Wealth
Detail posisi
The Private Wealth Advisor is responsible for providing investment advice to clients, developing investment strategies, expanding client base, and monitoring market trends.
Kewajiban
• Provide investment advice to clients including personal funds and manage company investment funds
• Develop investment strategies and select funds that align with market conditions
• Monitor market trends and provide regular performance reports to clients
• Expand client base as per company goals
• Study and monitor investment business trends to plan marketing strategies
Kualifikasi
• Bachelor's degree in Business Administration, Economics, Finance, Banking, Marketing, or related field
• Minimum 3 years of experience in financial institution/investment business
• Investment Consultant (IC) license required, Investment Planner (IP) license or client base experience is a plus
• Basic knowledge of investments, especially Asset Allocation
• Positive attitude and team player
• Strong communication and negotiation skills