HCTW is a full licensed securities house with focus on cash equity brokerage business in Taiwan.

• Report to: SVP and Head of Private Wealth
• People responsibility: N

Role Purpose:

• The role holder may be required hold specific certificates.
• Role holders will contribute to the development of product and services standard and participate in the development and deployment of innovative products and services, optimization of existing product shelf, as well as growing revenues.
• The role holder will support Product managers and teams to drive growth of a product line.

Role Context:

• Assist in conducting product due diligence and work with operations team closely
• Summarize and analyze daily market news for RMs;
• Monitor performance and appropriateness of the client's overall investment portfolio
• Accountable for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy
• Responsible for positioning/delivery of investment solutions to clients - With the primary objective to offer appropriate investment solutions to clients, and attracting/enhancing client relationships and profitability

• GPAD covered
• Has wealth product manager experience
• Senior securities specialist license
• Finance related bachelor’s degree or above