Kaohsiung Metropolitan Area
- Conducting financial plan for our affluent clients and regularly reporting portfolio performance to them. - Performing on-the-job training to financial advisors mainly including market analysis and product selection.
- Managing 4 risk-based multi-asset portfolios. Performing daily portfolio management tasks including analysis, decision making, trading and risk management. - Working with Nutmeg, the largest digital wealth management company in Europe, to apply Fintech into investment process. - Developing new products with international asset management companies.
- Be trained as a fund manager due to excellent work performance, so my coverage was changed every six months, including Financial, Construction, Auto Parts, Machine Tool, Aerospace, Medical Beauty, Panel and related industries. - Built stock price forecast models and gave recommendation.
- Selected as top 3 candidates for overseas assignment to Conning Asset Management Co. based in Hong Kong for one month, to learn multi-asset management and quantitative stock selection strategy. - Rotated from front desk to back office, mainly in domestic equity and foreign fixed income department. Familiar with major investment and trading process.