Senior Expert Wealth Advisory Management

3 weeks ago

Hanoi, Vietnam Adecco Full time

Job LocationHanoi

Job typePermanent

Salary850,000,000-1,000,000,000 (VND)

Theo lĩnh vựcSales

ExperienceMore than 10 Năm

IndustryFinance & Banking

**Job summary**:
Our client is one of the leading commercial banks in Vietnam with a sustainable financial foundation and outstanding product - service portfolio. They are looking for a Private Client Relationship Manager ( PCRM) to join their company.

**Responsibilities**:
As the **Senior Expert Wealth Advisory Management,** you will be responsible for the following:

- Building tools to help RMs advise and provide investment solutions on the basis of understanding the customer's portfolio
- Analysis, research and update on market trends, in-depth knowledge of solutions to advise customers on property management:

- Researching - market trends, competitor productsthe property management segment from which to propose new product ideas to customers
- Develop and implement risk management/control measures to protect customers (portrait profile of risk appetite, asset allocation solutions...)
- Participate in regular communication about the market and property management activities to the sales and consulting team, as well as to Bank's and external media and channels
- Work together with product teams to create new investment products to provide to customers and communicate feedback from the market, customers in the process of working.
- Directly consulting on wealth management services, financial planning with HNWI customers at the suggestion/request of the sales team
- Other tasks as assigned by Director/ direct manager
- Key Relationships - Direct Manager
- Key Relationships - Direct Reports
- Key Relationships - Internal Stakeholders
- Key Relationships - External Stakeholders
- Customers, organizations, business associations, state agencies (GSO, tax authorities...)

**Experience requirements**:
v **Education**
- University degree majoring in Economics/Finance/Banking/Marketing/Business Administration
- Master's degree or higher is preferred

v **Experience**
- Minimum 10 years working experience in banking/finance/Investment/Securities, including experience in consulting/asset investment management for VIP, HNWI clients

v **Skills**
- Good working knowledge of product lines, investment markets
- Excellent stakeholder management and good presentation skills
- Knowledge of banking operations
- Understanding of strategy, business model, CVP
- English requirement: according to Bank's policy

**Education requirements**:

- Bachelor's degree in Business Administration, Commerce, Marketing or equivalent work experience.

**Contact Person**:
Hien Tang

Adecco

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