How to become a Financial and Investment Adviser
Official title: Financial and Investment Advisers
Plans financial and investment strategies for individuals and organisations, provides investment analysis and advice, and invests and manages funds on clients' behalf.
Main tasks
- Interview clients to understand their financial position, goals and risk tolerance, and help them draw up financial plans and investment strategies
- Give clients information on shares, bonds, futures, market conditions, investment prospects and financial positions, and recommend portfolios
- Keep track of investment performance and review and revise investment plans as markets and the economy change
- Keep up with industry and economic news, and watch factors that affect investment plans, such as future trends in prices, output, stability and investment risk
- Give spoken and written reports on the overall economy, individual companies and whole industries
Ways in
- University department: Business & Commerce degrees, Offered by 125 universities in Taiwan
Pay · Outlook · AI and this job
- Average pay: NT$1,468,000 a year
- Demand for Business and administration jobs is projected at about 1,465,000 in 2024 and about 1,502,000 in 2030. (+2.5%)
- Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.
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Questions people ask
How do I become a Financial and Investment Adviser?
Ways in include: Business & Commerce degrees.
How much does a Financial and Investment Adviser earn in Taiwan?
Average pay is NT$1,468,000 a year (Ministry of Labor, Department of Statistics).
Is a Financial and Investment Adviser a growing career in Taiwan?
Demand for this job family is projected to change 2.5% from 2024 to 2030 (National Development Council).
Will AI change the work of a Financial and Investment Adviser?
Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.
Sources
- Ministry of Labor, Department of Statistics: Occupational Wage Survey (職類別薪資調查) (2025 survey (July 2025 monthly, 2024 annual), released 2026-05-29), Open Government Data License, version 1.0, retrieved 4 October 2026
- National Development Council: Final manpower demand projections by occupation (職業別最終人力需求推估) (2025 to 2030 (base 2024), 13 job families), CC BY 4.0, retrieved 4 October 2026
- International Labour Organization, Generative AI and Jobs: A Refined Global Index of Occupational Exposure (ILO Working Paper 140, Gmyrek et al.) (ILO Working Paper 140, May 2025, Annex Table A1), CC BY 4.0, retrieved 4 October 2026
Updated 4 October 2026