Relationship Manager / Wealth Advisor / Financial Consultant

Role Description This is a part-time, remote role for a Relationship Manager / Wealth Advisor / Financial Consultant with TPO Display Shanghai Ltd., a subsidiary of Chimei Innolux. The role focuses on managing and deepening relationships with individual and institutional clients, understanding their financial objectives, and proposing suitable wealth management strategies and products. Responsibilities include conducting financial needs assessments, preparing and presenting personalized investment proposals, and regularly reviewing client portfolios for performance, risk, and alignment with changing goals. The role also involves monitoring market and regulatory developments, coordinating with internal teams to ensure accurate execution and reporting, and maintaining detailed records of client interactions. The successful candidate will work collaboratively with cross-functional partners while independently managing a portfolio of clients to support long-term, trust-based relationships.

Qualifications

• Strong client relationship skills, including active listening, needs analysis, and ongoing account management.
• Experience in wealth management, financial consulting, or investment advisory, with the ability to design suitable portfolio and product recommendations.
• Solid understanding of financial markets, investment products, risk management, and basic tax/retirement planning concepts.
• Proficiency with financial analysis tools, portfolio tracking software, and common office applications (e.g., Excel, PowerPoint, CRM systems).
• Excellent communication, presentation, and report-writing skills, with the ability to explain complex financial concepts in clear, accessible language.
• Proven organizational and time-management abilities to handle multiple client relationships in a part-time, remote environment.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, local securities licenses) are an advantage.
• High standards of professional ethics, confidentiality, and regulatory compliance in all client interactions and recommendations.