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Fund Investment Advisor
2 weeks ago
Job Responsibilities:
- Identify and acquire new clients to grow the firm’s fund investment business
- Provide professional fund investment advice and tailored asset allocation plans
- Monitor market trends and analyze/select appropriate fund products
- Build and maintain strong client relationships with regular follow-ups
**Requirements**:
- Bachelor’s degree or above, preferably in Finance, Economics, or related fields
- Excellent communication and client service skills
- Experience in fund sales, financial advisory, or business development is preferred
- Existing client resources are a strong advantage
Compensation & Benefits:
- Competitive base salary + high performance-based commissions
- Clear career progression path
- Paid annual leave and other benefits
About Us:
Morgan Fund is a financial services company specializing in fund investment and wealth management. We are dedicated to helping high-net-worth clients achieve stable, professional, and personalized investment results. Join us and grow with a team that values passion, professionalism, and long-term success.
