Ching Pong Jeffrey Chien

1. Spot market opportunities for the bank, after studying internal and external research reports and identify the credibility of the information and draw out conclusions and strategies 2. Communicate the bank’s strategies to internal and external stakeholders 3. Prepare, present and demonstrate investment strategies to external clients during seminars 4. Mange portfolios for HNW and UHNW clients

1. Spot market opportunities for the bank, after studying internal and external research reports and identify the credibility of the information and draw out conclusions and strategies 2. Communicate the bank’s strategies to internal and external stakeholders 3. Prepare, present and demonstrate investment strategies to external clients during seminars 4. Mange portfolios for HNW and UHNW clients

1. Manage HNW clients’ assets (AUM AUD 5bn) 2. Demonstrate strategies and solutions to clients according to houseview 3. Address clients’ needs, offer suitable solutions and review periodically 4. Follow code of ethics, bank’s policies compliances and regional regulations

Chartered CFA

1. Economics 2. Corporate Finance 3. Actuarial Studies