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Asset Allocation & Strategy

Position Summary: This role is primarily responsible for creating asset allocation programs, portfolio research projects. Evaluate, execute and monitor complex funds and investments. Monitor and update Wealth Management’s clients.
Responsibilities:
Create asset allocation programs for execution with client accounts and provide recommendations to SRM/RM.
Conduct regular and as assigned investment and portfolio research projects and stays informed of developments in the market.
Assist RM/SRM in producing tailored market, investment and asset allocation structuring for HNWC.
Evaluate, execute and monitor complex funds and investments.
Monitor and update Wealth Management’s clients and prospecting materials to reflect current situation, as well ensure data and market information is current.
Research securities of target industries and companies to provide investment recommendations.
Collect company data to facilitate recommendations.
Develop and write research reports to be presented to management.
Maintain up to date knowledge of financial services industry happenings and current events.
Analyze financial information, and conduct analytic and strategic research, in order to meet client needs.

Requirements

Education: Bachelor’s degree in Finance, Economics, Business Administration or any related field.

Experience: 1-3 yrs experience in same/ relevant field or Fresh Graduate.