Investment Specialist – Wealth Management
RenfrewHugh Solutions Co.
- Company Industries:Others
Job Information
- Post Date:2018-02-28
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Investment Mortgage Financial Services
Job Description
About the job:
▪ Conduct research on economic conditions and business activities of global market
▪ Interact with 3rd party service providers (e.g. fund house, banking partners, funds platform)
▪ Conduct in-depth reviews of clients' financial circumstances, current provision and future aims
▪ Present and explain investment information and financial plans
▪ Identify investment opportunities, offer recommendations and help clients build their portfolio with a variety of financial options
Skills/Requirements:
▪ Bachelor degree in Finance, Economics or related field
▪ Proven work experience in Banking or Finance is a must
▪ Strong numerical ability and quantitative skills
▪ Excellent communication skills
▪ Self-motivated
Employee Benefits:
▪ Attractive remuneration package with year-end bonus and/or performance bonus
▪ 20+ days annual leave
▪ Flexible work hours and/or the ability to work from home
▪ Employee referral bonus program
Our client is an equal opportunity employer and values diversity in the company. The company does not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
RenfrewHugh Solutions is acting as an employment agency in relation to this role.
Company Info
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