Assist Representatives/Portfolio Managers in all phases of client relationship building, account maintenance, and providing financial solutions to clients to ensure ongoing client satisfaction.
Provide updates of the portfolio accounts to Representatives/Portfolio Managers - monitor day-to-day exposures, including cash, securities, FX, structured products positions, etc.
Prepare periodical reports on portfolio valuation and performance return of the co-mingled portfolios, managed accounts, and their respective underlying assets.
Assist in research across Asia and Global markets to produce, defend, and maintain a comprehensive investment case.
Requirements:
Candidate must possess at least Bachelor's Degree/ Professional Degree, preferably in Finance, Business, Economics or a related field.
Strong analytical skills, excellent and self-motivated team player, and great independence in working in a fast-paced environment.
Minimum 2 years of relevant experience in Banking/Financial Services (e.g., family office, asset manager) will be an added advantage.
Familiarity with Private Bank's products and services is preferred.
Required language(s): English, Mandarin (to handle queries and feedback from Mandarin-speaking counterparts regarding asset management matters).
