Wealth Management Consultant
1 week ago
We are seeking a highly skilled Investment Consultant to join our team at iFAST Corporation.
About the CompanyiFAST Corporation is a global digital banking and wealth management platform that provides a range of investment products and services to financial advisory firms, institutions, and individual investors.
- Our platform offers access to over 17,000 investment products, including funds, bonds, stocks, and insurance products.
- We provide online discretionary portfolio management services, research and investment seminars, and financial technology solutions.
The Investment Consultant will be responsible for:
- Working closely with our research and portfolio management teams to develop business development collateral.
- Liaising with financial advisors and regional representatives to provide value-added support.
- Meeting with clients to review their current investments and discuss potential changes.
- Providing training and education to clients on financial markets and solutions.
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