Job Descriptions
Investment & Wealth Management
- Market Update, Market Research and Market analysis
- Investment Product selection and proposal
- Maintain and Making relationship and active communicate with investment banker
- Maintain investments other than financial product ie Building, land etc..
Report and Operation
- Review for Portfolio Investment Reports and presentations (monthly, quarterly and yearly)
- Reviewing Daily and weekly Update Market Data
- Investment Product Evaluation and warning signal
- Negotiate for all the provision and bank charges
Financial Report
- Organize and provide report data (weekly, monthly, and annually).
- Summarize, reconcile and provide report data on banking & credit activity.
Requirement
- Minimum Bachelor (S1) Degree in accounting / management / related field
- Have minimum 2 years of working experience in related area.