
Posted 1 month ago
總經暨ETF資深投顧研究員中國信託商業銀行 · Taipei
總經暨ETF資深投顧研究員
TaipeiRemote
AI Summary
Provides professional investment advisory services and ETF research for high-net-worth and institutional clients, including customized strategies, investment reports, and client presentations.
About this role
中國信託證券投資信託股份有限公司
Your Career Our Future
1.提供專業投資顧問服務、借力中信投信全方位頂尖投研資源,為高資產客戶或大型法人客製化投資策略,促進投顧業務成長。
2.撰寫投資研究報告,以總體經濟或其它多元切入點分析,建立投資觀點,產製ETF投資顧問建議。
3.支援投資座談會、客戶說明會之內容準備與主講,並協助錄製投資主題相關影音,對外分享公司投資研究觀點。
Skills
Client AdvisoryETF AnalysisFinancial ModelingInvestment ResearchInvestment StrategyMacroeconomic AnalysisPresentation SkillsReport Writing
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