Job Description

• Recommend the appropriate investment products both onshore and offshore, i.e. equity, Derivatives, fund, bond, structure note, etc. to high net worth clients according to each client's risk appetite
• Monitor client's investment port performance and recommend the appropriate balance according to asset allocation direction
• Monitor and follow up the market situation and factor that impact to market as well as provide data to clients in timely manner
• Monitor the process of investment transaction in order to ensure that smooth and accurate data is always delivered
• Regularly monitor and evaluate portfolio performance as well as provide recommended actions (rebalancing or changes in allocation) in anticipation to changes in financial market conditions and clients' investment objectives
• Client visit upon RM requests
• Being a part of a team to create, design, and plan the efficient and interesting investment product lines and asset allocation

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.