Derek Chow Email & Phone Number

Job Description• Provide investment advisory services and recommendations across multiple asset classes to High Net Worth (HNW) individuals• Identify product solutions for client needs, based on view of the market• Supervise, coach, and train junior staff to maximize their individual contribution to the team as required• Identify / communicate issues or limitations related to product, platform, operations, or systems• Advising on Securities • Sponsorship for initial public offerings (“IPOs”)

Job Description• Conduct investment portfolio with customers and provide solution in according to their risktolerance, expectation of returns and investment experience.• Market and cross-sell financial products to meet customers' need• Build up and maintain client relationship