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Global Investment Consultant


  • Providing daily recommendations for Yuanta Wealth Managers and clients on global securities, mutual funds and related products based on Yuanta Research views.
  • Providing information on Wealth Manager and clients’ requests.
  • Performing daily order execution on Global+ platform.
  • Assisting Wealth Manager on daily general requests related to Global+ business.
  • Coordinating with IT, middle and back office teams to provide client reports, facilitate fund transfer as well as solving technical problems on Global+ platform as necessary.


  • Bachelor in Economics or business administration or related fields.
  • Great communication skills, clearly communicate with others.
  • At least 1 year of experience and knowledge in investment – finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
  • Have analytical skills, advisory and presentation skills.
  • English proficiency.
  • IC Complex 1 License required.