The Investment Consultant is required to coach and support Financial Concultants to provide investment advisory services to Citigold wealth management clients such as the following:

Responsibilities:

• Investment products analysis and review

• To identify and understand clients' long term needs and construct, recommend, and execute investments solutions
• To regularly conduct client investment portfolio review including rebalancing
• The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs.

Qualifications:

• Bachelor or Master degree , preferably in Finance/Business related disciplines or a CFA/CFP holder
• Strong interpersonal and communication skills
• 5-10 years of relevant working experience in a financial institution
• Innovative, resourceful, and has a keen eye for details
• Ability to work under pressure and well-organized

Education:

• Bachelor’s/University degree or equivalent experience

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - TW

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Time Type :Full time

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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