Key Roles & Responsibilities
- Responsible for overall functions of formulating asset allocation strategy, designing investment solutions for High Net Worth individual clients, and developing financial products
- Keep abreast with latest changes in global financial market, perform analysis, and contribute initiatives and solutions as a member of Investment Committee
- Provide appropriate asset allocation solutions based on clients&apos objectives and available investment products
- Regularly monitor and evaluate portfolio performance as well as provide recommended actions (re-balancing or changes in allocation) in anticipation to changes in financial market conditions and clients investment objectives
- Identify Best-in-class investment products
- Identify needs of and develop new investment products
Qualifications and Skills
- Master degree or higher in economic, investment, or portfolio management- related fields
- At least 7 years of experience as an analyst, investment strategist, or portfolio manager
- Possess Fundamental Investment Analyst on Capital Market license
- CFA Chartered holder is preferable but not required
- Good service minded and pleasant personality
- Excellent command of English
- Computer literacy
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Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.
