Make investment recommendations and provide portfolio management services
Advise clients regarding investment strategies for equities, fixed income, foreign exchange as well as hedging strategies and alternative asset management classes
Advise clients regarding investments in capital markets and identify potential considerations specifically in foreign exchange and interest rate/currency products
Provide financial planning services to individual clients including life insurances, trusts and estate planning
Maintain client relationships as well as identify opportunities for new advisory assignments in new markets
Monitor global financial market conditions including economic, political and legal environments to assess risk exposure
Research changing client needs, individually and by segment, as well as market trends/development to identify opportunities for client accounts
Make recommendations for product development of new custom products and services to meet client needs
