Client Advisor, Global Wealth Management (Taipei/ Taichung/ Kaohsiung)

Job description

Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We’re looking for a client advisor for HNW Taiwan Domestic clients to:

• build, establish and grow client relationships
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• have a plan to develop the client book with measurable outcomes
• keep accurate and up-to-date records on client investor profiles
• take a strategic view of clients’ investments and closely monitor their portfolio quality
• comply with all regulations, policies and standards to be in line with our risk management culture