Kindly refer to below responsibilities:
- Determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions
- Construct portfolios for clients, through an in-depth understanding of market conditions, trends and overall economic outlook
- Meet clients and maintain good client relationship to fully understand their investment needs and ensure those needs are met and not shifted, and portfolio allocations are in line with clients' initial requests
- Update investor clients regarding market conditions periodically, with updated investment research and economic trends
- Keep up with relevant investment and trade news by reading timely, expert finance or investment publications
- Meet with investment analysts and researchers to gain a better understanding of market conditions and domestic and global developments that may impact clients' investments
- Evaluate the performance of investments from time to time as well as ensure regulatory updates and obligations imposed are observed
- Market new products including funds and discretionary managed accounts to clients
Qualification:
- Undergraduate degree or above in business, economics, finance or related discipline preferred
- Min. 8 years' experience in financial industry or investment field with track records
- Good interpersonal skills with capability to work and coordinate with various stakeholders
