Bilingual Investment Advisor (English and Mandarin)

  • Anywhere

One of our clients, currrently looking for a Bilingual Investment Advisor, who is fluent in English and Mandarin, to support our CEO in our cooperation. You will provide investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, shares and trust. Responsibilities: Engages in regular research and reading to stay apprised about the state of the UK economy, global financial markets, and general current events Maintains current knowledge about financial market, including bonds, stocks, investments, and trusts. Works closely with investment organization to assess financial information and investment opportunities.

Presents investment opportunities and related analysis to CEO Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals Seeking financial and investment opportunities on behalf of CEO Analysts and up-to-date about market situations and company decisions that may impact one another Develops relationships with investment organization and expands network in professional and social settings Specializes in a particular field or industry to aspire to achieve expert level knowledge Preparing financial statements, reports, memos, invoices letters, and other documents. Skills and Qualifications Bachelor’s degree in finance, accounting, economics, or a related discipline. FINRA license. 2-8 years’ experience in a finance position.

Expertise in tax financial regulation laws. Outstanding interpersonal skills. Excellent written and verbal communication skills. Confident decision-making abilities.

Analytical mind with good problem-solving skills. Mandarin or Cantonese speaking is a must

Source: Cantonese Jobs | Indeed.co.uk