Senior Expert, Wealth Advisory Management

6 days ago


Ho Chi Minh City, Vietnam techcombank Full time

Job Purpose
- Providing in
- depth analysis of solutions to advise customers on property management/wealth management inorder to best support information for the HNWI customer group and the Sales Force/Frontline.- Responsile for promoting investment product advice through the sales team (RMs) to best meet the investmentneeds of individual customers in the large asset segment and HNWI
- Building tools to help RMs advise and bring appropriate solutions và services and optimize benefits tocustomers

Key Accountabilities
- Building tools to help RMs advise and provide investment solutions on the basis of understanding thecustomer&039;s portfolio
- Analysis, research and update on market trends, in
- depth knowledge of solutions to advise customers onproperty management:
- Participate in regular communication about the market and property management activities to the sales andconsulting team, as well as to TCB&039;s and external media and channels
- Researching - market trends, competitor productsthe property management segment from which topropose new product ideas to customers
- Develop and implement risk management/control measures to protect customers (portrait profile of riskappetite, asset allocation solutions...)

Directly consulting on wealth management services, financial planning with HNWI customers at thesuggestion/request of the sales team
- Work together with product teams to create new investment products to provide to customers andcommunicate feedback from the market, customers in the process of working.
- Other task as assigned by Director/ direct manager**Yêu cầu công việc**:

- Success Profile
- Qualification and Experiences- Minimum 12 years working experience in banking/finance/Investment/Securities, including experience inconsulting/asset investment management for VIP, HNWI clients
- University degree majoring in Economics/Finance/Banking/Marketing/Business Administration
- Good working knowledge of product lines, investment markets
- Master&039;s degree or higher is preferred
- Excellent stakeholder management and good presentation skills
- Understanding of strategy, business model, CVP
- English requirement: according to TCB&039;s policy
- Knowledge of banking operations

**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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