What you'll be doing

• Collaborate with Yuanta Research and relevant teams to deliver timely trading ideas and investment recommendations on global securities, mutual funds, and related products to Yuanta Wealth Managers and clients.
• Coordinate with the Yuanta Group, external vendors, and internal departments to provide technical support and general services related to the Global+ platform.
• Develop and implement marketing strategies to expand the client base and increase Assets Under Management (AUM).
• Support Wealth Managers by delivering necessary training to enable effective client presentations on the Global+ platform.
• Conduct ongoing analysis of macroeconomic trends and the competitive landscape to formulate effective business strategies for the department.
• Continuously monitor investment recommendations and track performance, adjusting strategies dynamically in response to evolving market opportunities.

What we're looking for

• Bachelor's or Master's degrees in Economics, business administration or related fields.
• At least 3 years of experience and knowledge in the investment–finance industry, equity market, fixed income market, commodities, mutual funds, investment planning, etc.
• Proficiency in English.
• IC Complex 1 License required.