Job Summary
HCTW is a full licensed securities house with focus on cash equity brokerage business in Taiwan.
- People responsibility: N
- Report to: SVP and Head of Private Wealth
- Role Purpose:
- The role holder will support Product managers and teams to drive growth of a product line.
- Role holders will contribute to the development of product and services standard and participate in the development and deployment of innovative products and services, optimization of existing product shelf, as well as growing revenues.
- The role holder may be required hold specific certificates.
- Role Context:
- Responsible for positioning/delivery of investment solutions to clients - With the primary objective to offer appropriate investment solutions to clients, and attracting/enhancing client relationships and profitability
- Accountable for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy
- Monitor performance and appropriateness of the client's overall investment portfolio
- Summarize and analyze daily market news for RMs;
- Assist in conducting product due diligence and work with operations team closely
Skills Requirements
- Finance related bachelor's degree or above
- Has wealth product manager experience
- GPAD covered
License/Qualification Requirement: Senior securities specialist license
Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.
