Senior Expert, Wealth Advisory Management

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 products… the 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

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

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 nhất lúc: 2024-04-03 11:43:12