Responsibilities
- Liaison between the firm and client, acting as the investment representative or Advisor for clients.
- Understanding each client's wealth objectives and investment requirements
- Tailoring curated investment solutions and strategies to meet clients’ investment objectives, ensuring that solutions are suitable for client’s risk profiles.
- Suppoet portfolio reviews with clients and deliver timely market / investment updates including outlooks and views.
- Assist in the writing of communications, investment earnings updates and ad-hoc thought pieces.
- Prepare documents and guide client through account opening, onboarding and investment subscription process.
- Other assigned projects deemed relevant by the company.
Requirement:
- Relevant academic background in related fields.
- 1-2 years industry experience with capital markets and investment knowledge in a client-facing capacity.
