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.