Senior Expert, Chief Investment Office

1 week ago

Ho Chi Minh City, Vietnam techcombank Full time

Carry out research,
- analyse
- and update market trends
- 1 Research and provide reports on both global and Vietnam macroeconomic and financial markets
- 2 Research and provide reports on asset classes (bond, equity, alternative investment) and industries
- Build and monitor investment strategies of focus customers at TCB
- 1
- Customer
- understanding
- (needs, financial situation, risk appetite, hobbies, etc.)
- 2
- Develop the suitable investment strategy with adjusted and customized investment solutions:
- Work closely with relevant teams (Product Development, Economic and Financial Market Analysis department, IB Investment Analysis, WB and BB industry experts) to customize investment strategies for target customers of TCB
- Develop risk management/ control measures to protect customer assets
- Develop TCB&039;s investment opinion to determine strategic and tactical asset allocation
- Develop model portfolios for TCB’s focus groups

Manage asset of TCB’s focus groups- Manage client&039;s investment assets (portfolio of stocks, bonds, real estate,...)
- Provide specific analysis report on specific ticker of interest on request
- Provide off
- the
- shelf reports and recommendations on equity investment

Build relationships and organize implementation with relevant parties, providing Wealth Management services with the best experience for customers- Proactively work with relevant Departments to solve problems in the wealth management solutions journey for customers and financial topics that customer concerns
- Build and deepen relationships and trust with Customers
- Be proactive and request resources from relevant Departments to jointly provide wealth management solutions for customers

Build analysis and portfolio management capacity for Salesforce
- Training, coaching team:
- Macro market analysis reports and financial reports
- Industry and asset classes reports
- Investment portfolio allocation strategy

**Yêu cầu công việc**:

- Education and Certificate- Certificate of fund management practice (committed to completion within 1 year)
- IELTS 6.5 or above or equivalent certificate
- Master degree or Postgraduate degree is preferred. CFA level 1,2,3 or CFA holder is preferred
- Bachelor degree major in Economic/ Finance/ Accounting/ Business Administration
- CFP (or equivalent certificate) is preferred (committed to completion in 2- 3 years)

Knowledge, capacity and experience- Having experience working/ investing abroad in the financial or banking industry is an advantage
- Have good knowledge and ability to research and analyze macroeconomics, asset classes and industries
- Have good ability in planning investment strategies for customers
- Have at least 8- 10 years of working experience in the Banking/ Finance/ Investment/ Securities industry, including experience in consulting/ asset investment management for VIP and HNW customers

Personal qualification:
- Dynamic personality, highly oriented and passionate about finance and investment
- Integrity, humility, adherence to professional ethics
- Have strong coaching and leadership skills
- Customer
- centric mindset
- Desire/ ability to work successfully in a fast
- paced organization
- Control personal emotions and maintain a good professional attitude at work
- Must have confidence and poise to perform your role in consultations with customers
- Have active listening and critical thinking skills

**Quyền lợi**:
Chế độ bảo hiểm, Du Lịch, Đồng phục, Chế độ thưởng, Chăm sóc sức khỏe, Đào tạo, Tăng lương, Nghỉ phép năm

Cập nhật gần đây lúc:

- 2024-02-07 07:00:13

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