Key Responsibilities: 

• Update customer’s periodically to monitor and maintain customer financial target.Manage client portfolios, keeping client plans up-to-date
• Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages
• Update market outlook, economic data, fund information etc. to sale team. Monitor financial market trends that related to products to ensure the client plans are responsive
• Investment Research team data support and ad hoc
   

Job Specification : 

• Bechalor 's Degree in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering)
• 3 years of experience of relevant banking background  in established bank / financial institutions
• At least 2 years of experience in individual portfolio planner
• Investment Consultant License (previouly Single License)
• Investment Planner Licens
• Presentation and communication skills.
• Ability to work independent