Job Description

• Provide training on savings products, financial planning, and asset allocation—including insurance and investment products—as well as develop the capability to deliver investment advisory services to sales staff and Relationship Managers.
• Serve as a speaker to educate branch employees and customers on investment situations and savings products, in order to build proper investment understanding and the right mindset among customers and staff.
• Serve as a speaker to provide branch employees with knowledge on financial planning across various topics, including planning for specific customer objectives such as tax planning, retirement planning, education planning, and holistic financial planning.
• Prepare analytical reports on investment situations and provide recommendations, including communicating appropriate asset allocation strategies that match customers’ risk levels, prioritizing the customer’s risk‑adjusted return as the primary consideration.
• Monitor the outcomes of investment advisory services and provide recommendations to adjust investment portfolios to align with changing market conditions, revised risk tolerance, or updated investment objectives, ensuring customers achieve their expected long‑term returns.