Main Responsibilities:
- Meeting with clients, determining their needs and requirements, providing strategic advice, and managing their assets accordingly.
- Preparing risk analyses and financial, investment, and asset management reports.
- Creating, organizing, and managing client portfolios.
- Monitoring asset performance and recommending corrective measures.
- Developing strategies to increase ROI and minimize risk factors and losses.
- Reviewing policies and making recommendations for potential adjustments.
- Researching relevant markets and identifying trends and patterns.
- Collaborating with fund advisors, asset management team, company analysts, and senior executives.
- Market statistical analysis and planning, briefing planning and production.
- Possess a certificate related to financial investment analysis
- Matters assigned by the supervisor
Requirements:
- Degree in business, finance, or related field.
- More than 3 years of experience as analyst or asset manager in high level stock broker or investment promotion
- Professional license related to banking or accounting is preferred
- Those who have studied accounting and financial management courses, or possess the financial license of securities dealers or junior credit officers are preferred.
- Previous experience as an analyst or asset manager.
- Proficiency in Microsoft Office and industry-related software.
- Strong financial background with experience in financial modeling.
- Strategically minded with strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Excellent organizational and managerial skills.
- Skilled negotiator.