Responsibilities
 

• Providing daily recommendations for Yuanta Wealth Managers and clients on global securities, mutual funds and related products based on Yuanta Research views.
• Providing information on Wealth Manager and clients’ requests.
• Performing daily order execution on Global+ platform.
• Assisting Wealth Manager on daily general requests related to Global+ business.
• Coordinating with IT, middle and back office teams to provide client reports, facilitate fund transfer as well as solving technical problems on Global+ platform as necessary.

Qualification:

• Bachelor in Economics or business administration or related fields.
• Great communication skills, clearly communicate with others.
• At least 1 year of experience and knowledge in investment – finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
• Have analytical skills, advisory and presentation skills.
• English proficiency.
• IC Complex 1 License required.