Fund Investment Advisor

Job Description & Requirements

Job Responsibilities:

• Identify and acquire new clients to grow the firm’s fund investment business
• Provide professional fund investment advice and tailored asset allocation plans
• Monitor market trends and analyze/select appropriate fund products
• Build and maintain strong client relationships with regular follow-ups

Requirements:

• Bachelor’s degree or above, preferably in Finance, Economics, or related fields
• Excellent communication and client service skills
• Experience in fund sales, financial advisory, or business development is preferred
• Existing client resources are a strong advantage

Compensation & Benefits:

• Competitive base salary + high performance-based commissions
• Clear career progression path
• Paid annual leave and other benefits

About Us:

Morgan Fund is a financial services company specializing in fund investment and wealth management. We are dedicated to helping high-net-worth clients achieve stable, professional, and personalized investment results. Join us and grow with a team that values passion, professionalism, and long-term success.