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Wealth Management Adviser Resume

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EXPERIENCE:

Wealth Management Adviser

Confidential

Responsibilities:

  • Research material translator for clients in Taiwan

Confidential

Business manager

Responsibilities:

  • Securities business/Wealth management development manager
  • Financial planning consultant concurrently

Confidential

Manager

Responsibilities:

  • Wealth management to high net worth clients

Confidential

Associate Project Manager

Responsibilities:

  • Venture business Management
  • Product/Technology review:Product/Technology positioning
  • Market analysis:industry position and profile ' marketing strategy ' market share & penetration projection
  • Funding Schedule:projects analysis ' Cash Flow Static Analystis ' Financial Risk Dynamic Analysis ' Exit Strategy
  • Management team analysis:Professional Backgrounds and Team division

Confidential

Deputy Manager

Responsibilities:

  • Proprietary Trader/Commodity Trading Advisor /Futures investment analyst/Asset management

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