Company :  
Investment & Banking
Position :  
(Private Bank) Client Investing Advisor
Salary / Perks :  
Around NTD$200,000 / month
Location :  
Taipei, Taiwan
Experience :  
7 Years
Job Detail :  
1.To develop and maintain relationships with high net worth and build up each client with account balance of USD1mln at least.
2.Provided clients consultations with portfolio allocation, investment strategy, trust, insurance and tax planning.

3.Investment related experience: Mutual Fund, Straight Bond, Hedge Fund, Fixed-Income Products, Structure Notes, Derivatives Products, Option and Insurances &Trust. 
Certification Request :  

 License for Futures Specialist  

 

 License for Trust Operations Personnel           

 License for Life Insurance Operations Personnel  

 
Additional requirement :  

 1. Close relationship with high wealth customers.
2. Bright in NTD$ 30 million portfolio in 6 months
Contact information :  

[email protected] / 0912-000040