Team Lead / Assistant Manager

Role :

We are seeking an experienced candidate with experience in handling US investment accounts to join our Financial Panning /Client Account trader/Investment review team. The ideal candidate will have a strong foundation in CFP/CPA certification, with a focus on trading strategies for saving and minimizing taxes on investors‘ portfolios & retirement accounts and performing investment review of clients’ portfolio. You will be responsible for handling various types of accounts, including IRAs, Roth IRAs, Rollover IRAs, and Joint Accounts, and understanding the impact of placing multiple investments in different types of accounts in terms of tax efficiency.

Job Responsibilities :

• Implement tax-efficient investment strategies for clients, ensuring compliance with relevant tax laws and regulations.
• Analyze clients‘ financial situations, investment portfolios, and tax implications to identify opportunit...