Determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions
Construct portfolios for clients, through an in-depth understanding of market conditions, trends and overall economic outlook
Meet clients and maintain good client relationship to fully understand their investment needs and ensure those needs are met and not shifted, and portfolio allocations are in line with clients' initial requests
Update investor clients regarding market conditions periodically, with updated investment research and economic trends
Keep up with relevant investment and trade news by reading timely, expert finance or investment publications
Meet with investment analysts and researchers to gain a better understanding of market conditions and domestic and global developments that may impact clients’ investments
Evaluate the performance of investments from time to time as well as ensure regulatory updates and obligations imposed are observed
Market new products including funds and discretionary managed accounts to clients
Qualifications:
Undergraduate degree or above in business, economics or finance preferred
3-5 years’ experience in financial industry or investment field with track records
Pleasant personality and able to work independently
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