Taiwan UHNW Investment Advisor – Multi-Asset Portfolios

Aumni; Worcester (MA); Presencial; USD 150.000 - 200.000; Jornada completa

Descripción de la vacante

Next Frontier Capital is looking for an Executive Director to advise UHNW clients, focusing on investment strategies and client relationships. You will utilize your expertise in multi-assets investments to collaborate with bankers and ensure clients achieve their financial goals.

Candidates should possess a Bachelor Degree and at least 10 years in an investment advisory role, strong analytical skills, and fluency in Mandarin due to client requirements. This role offers the opportunity to work in a dynamic environment with a focus on client success.

Formación

• Minimum 10 years of relevant professional experience in investment advisory.
• Able to work under minimal supervision in a fast-paced environment.
• Strong knowledge of financial markets and instruments.

Responsabilidades

• Lead Investor on a portfolio for the Taiwan business.
• Conduct investment reviews and validate clients' investment objectives.
• Develop relationships with team members and clients.

Conocimientos

Analytical skills

Communication skills

Detail-oriented

Fluency in Mandarin

Knowledge of financial industry

Educación

Bachelor Degree

Descripción del empleo

Next Frontier Capital is looking for an Executive Director to advise UHNW clients, focusing on investment strategies and client relationships. You will utilize your expertise in multi-assets investments to collaborate with bankers and ensure clients achieve their financial goals.

Candidates should possess a Bachelor Degree and at least 10 years in an investment advisory role, strong analytical skills, and fluency in Mandarin due to client requirements. This role offers the opportunity to work in a dynamic environment with a focus on client success.