Job responsibilities: Advise High Net Worth Clients on multi-asset portfolio allocation s Explain the house view to clients on macro-economics and - various investment asset classes Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return.
Requirement: Good analytical skills with in-depth knowledge on financial markets. Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders. 5-8 years of experience in relationship management, product specialist, investment research, insurance or financial communications. University graduate in Finance, Business Administration or relevant disciplines, preferably a CFA/CFP holder