Identify investment ideas and strategies according to each client's investment preferences and risk profile within the context of the bank's universe.
Provide, update and disseminate market views on a regular basis by identifying opportunities across different asset classes with sound rationale including fundamental/technical/any other market qualitative aspects
Scope includes partnering with RMs to assist with client acquisition.
Client proposals review and attend client meetings when necessary
Manage clients' investment performance and risk assumption in order to develop a win-win situation for the clients and the bank
May require extensive travel primarily to Bangkok, Thailand
At least 8 years of relevant experience in the financial industry
University degree, preferably in Finance, Accounting, Economics, Business or related fields Deep understanding of financial products and industry landscape
Good investment knowledge with a sound understanding of the global investment industry, markets, and products
Familiar with financial software e.g. Reuters and Bloomberg
Proficient in Microsoft applications (e.g. Word, Excel, PowerPoint)
CFA is an advantage
MAS RNF registered representative
Thai language is an advantage
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