Job Description :
Provide client consultation to develop investment objectives
Provide advice and guidance for investment opportunities to customers
Create reports on investment performance and activity
Communicate with clients about their accounts, market conditions and economic trends
Manage equity and bond portfolios with the aim of maximizing investment returns
Commensurate acceptable levels of risk based on client instructions
Handle financial products as required
Work together with investment research teams to identify investment opportunities

Requirements

Master's degree in business, finance, investment or a related field preferred
At least 2 Year(s) of working experience
Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
Strong understanding of investment strategies and risk management
Have experience handle application portfolio management
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
High interest in and enthusiastic about economic and financial market trends
Familiar use tools application portfolio
Proficient with the use of advanced statistical analysis software and capabilities (fluency in at least two of the following: SAS, R, Python, SQL, Salesforce)
Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.