Routinely track and interpret changes in the economic environment and key data releases, providing timely insights on their implications for investment strategies.
Keep a close watch on capital movements (fund flow) across various asset classes, both onshore and offshore, to identify market trends and opportunities.
Conduct client seminars with informative and engaging sessions on market updates and financial planning topics, including retirement planning, estate planning, and severance package evaluations.
Proactively initiate and discuss investment ideas aligned with current market conditions and client objectives.
Occasionally visit clients to deliver personalized investment advice and strengthen client relationships.

Manager, Investment Research TH

About this role