Based on professional knowledge and ethics, in line with the company's purpose and philosophy, Customer Benefits Comes First . We will analyze from the most objective point of view based on the financial status and wealth management goals of the client, and bring the most suitable wealth management plan to the client.
- To directly manage or to assist Head of Investments to manage investement portfolio(s).
- Effective implementation of investment ideas across portfolios.
- Ensure investment transactions adhere to risk management guidelines and regulatory requirements.
- Ensure portfolio is consistently managed in accordance with appropriate strategies and guidelines defined in the investment mandate.
- Conduct investment consultation and communicate research findings to investment teams on timely basis.
- Comprehensive on-the-job training (product expertise, customer follow-up and management skills)
- Flexible working hours, Achieve work-life balance
- Group medical insurance
- Industry renewal rewards can be invited to participate in overseas travel and conferences for free
- Annual Bonus