Tuyển dụng Senior Expert, Wealth Advisory Management tại Hà Nội

Job Purpose

Responsile for promoting investment product advice through the sales team (RMs) to best meet the investment needs 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 to customers

Providing in-depth analysis of solutions to advise customers on property management/wealth management in order to best support information for the HNWI customer group and the Sales Force/Frontline.

Key Accountabilities

1. Building tools to help RMs advise and provide investment solutions on the basis of understanding the customer's portfolio

2. Analysis, research and update on market trends, in-depth knowledge of solutions to advise customers on property management:

- Researching - market trends, competitor products... the 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 TCB's and external media and channels

3. 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.

4. Directly consulting on wealth management services, financial planning with HNWI customers at the suggestion/request of the sales team

5. Other task as assigned by Director/ direct manager

Yêu cầu công việc

Success Profile - Qualification and Experiences

- University degree majoring in Economics/Finance/Banking/Marketing/Business Administration

- Master's degree or higher is preferred

- Minimum 12 years working experience in banking/finance/Investment/Securities, including experience in consulting/asset investment management for VIP, HNWI clients

- Good working knowledge of product lines, investment markets

- Excellent stakeholder management and good presentation skills

- Knowledge of banking operations

Quyền lợi

• Thưởng: Mức thưởng hấp dẫn
• Đào tạo: Được đào tạo, nâng cao nghiệp vụ thường xuyên
• Máy tính xách tay: Cung cấp trang thiết bị đầy đủ để phục vụ công việc
• Khác: Danh sách Khách hàng được định danh tại Techcombank
  Ký hợp đồng trực tiếp với Techcombank
  Làm việc trong môi trường năng động, chuyên nghiệp có nhiều cơ hội thăng tiến