Title:  Financial Advisor

Job Description

• Responsible for overall functions of formulating asset allocation strategy, designing investment solution for individual clients, and developing financial products
• Keep abreast with the latest changes in global financial market, perform analysis, and contribute initiatives and solutions as a member of Asset Allocation Committee
• Provide appropriate asset allocation solutions based on clients' objectives and risk/return profile of available investment products
• Regularly monitor and evaluate portfolio performance as well as provide recommended actions (rebalancing or changes in allocation) in anticipation to changes in financial market conditions and clients’ investment objectives
• Identify Best-in-class investment products
• Identify needs of and develop new investment products

Job Qualification

• Master degree or higher in Investment- or Portfolio Management- related fields (Finance/Economics/Accounting)
• For senior level: At least 5 years of experience as stock analyst, investment strategist, portfolio manager or fund manager
• For junior level: At least 2 years of experience as stock analyst, investment strategist, portfolio manager or fund manager
• Preferred fixed income background
• Possess Fundamental Investment Analyst on Capital Market license
• CFA, FRM, CFT is preferable but not required
•  Good service minded and pleasant personality
•  Excellent command of English • Computer literacy