- Provide consultation and recommend appropriate varieties of investment products
covering all asset classes; i.e. equity, TFEX, Fund, bond, etc.; to clients according to their
financial goals and risk profile.(coverage, investment planning, cash management and
other areas)
- Monitor clients’investment portfolio performance while closely follow situation and
factors affecting the market to ensure clients’ asset allocation strategy are well balanced.
- Analysis of financial statements to be used in making investment decisions.
- Provide clients trading recommendation, technical support, and general services for all
kinds of transaction.
- Monitor and ensure trading transactions being executed accurately and in time.
- Develop and expand client base to meet with company’s growth.
- Participate in marketing activities i.e. roadshows, booth activities, events, etc.