Lead Investment Consultant for HSBC Premier (AVP)
HSBC
August 2009 - August 2012 (3 years 1 month)
Responsible for investment themes/outlooks and asset allocation strategies for RBWM.
Compose Weekly Investment Views detailing new fund IPOs, weekly strategy, technical analyses, buy/sell/hold calls and entry/exit prices.
Manage the investment portfolios of wealth management teams at the HSBC Thailand Head Office.
Accompanied Premier RMs to client visits to provide financial market updates and discussion on potential investment options.
Work closely with the Head of Wealth Management and Product Development and partnering asset management houses to tailor and structure investment products suitable for clients.
Responsible for all investment product filing, liaison with fund houses and product strategies with HSBC's regional office for Thailand.
Assited in designing structured products with HSBC Global Markets and structured funds with partnering asset management houses.
Conduct daily market briefings for Premier Relationship Managers (RMs) and monthly investment outlooks, asset allocation strategies and investment recommendations.