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Portfolio Analyst/Client Advisory
A brief description of responsibilities as follows: Supporting the Client Advisers to provide excellent advice to high net worth clients & investors, maintaining a high standard of service quality in all work and output Partnering Client, Business Support and Third-Party Service Providers to ensure relevant product access as well as competitive pricing for clients Ensure all client portfolios are in-line with clients??? needs, objectives and risk appetite Provide market updates to clients, prepare reports related to the portfolio, as well as specific product performance Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration Responsible for the operation and


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