Head of Wealth Management Products (Vietnamese and Expat open)
CÔNG TY TNHH ADI CONSULTING
- Chi tiết công việc
- Giới thiệu công ty
Mô tả công việc
Dept.: Investment products and Wealth Management
Salary : Around $5,000-$10,000 NET monthly or negotiable
Job Overview:
We are seeking an experienced Head of Wealth Managements Products to lead and drive our investment products and advisory services. This role focuses on product development, market analysis, and client advisory, with a goal of delivering robust investment strategies and solutions. The ideal candidate will have a strong background in asset management, financial markets, and risk management, and be skilled in leading teams and engaging with high-value clients.
Key Responsibilities:
Manage investment product solutions, propositions, and distribution architecture, ensuring compliance across client segments.
Build and leverage partnerships to enhance the product suite, including due diligence and onboarding of third-party product vendors.
Achieve business goals for investment products, working closely with Sales Directors to identify demand and opportunities for new offerings.
Develop and execute investment strategies based on macroeconomic and microeconomic insights to guide business units and clients on market outlook and product suitability.
Establish a structured advisory process with model portfolios, ensuring alignment between clients' portfolios and standard models.
Support business units through training, sales support tools, and sales promotion programs to offer suitable client solutions.
Drive penetration and cross-sell opportunities to increase client engagement, assets under management (AUM), and total operating income (TOI).
Lead the development of investment counselors, strategists, and researchers dedicated to the private segment to coach and train sales teams.
Manage investment product solutions, propositions, and distribution architecture, ensuring compliance across client segments.
Build and leverage partnerships to enhance the product suite, including due diligence and onboarding of third-party product vendors.
Achieve business goals for investment products, working closely with Sales Directors to identify demand and opportunities for new offerings.
Develop and execute investment strategies based on macroeconomic and microeconomic insights to guide business units and clients on market outlook and product suitability.
Establish a structured advisory process with model portfolios, ensuring alignment between clients' portfolios and standard models.
Support business units through training, sales support tools, and sales promotion programs to offer suitable client solutions.
Drive penetration and cross-sell opportunities to increase client engagement, assets under management (AUM), and total operating income (TOI).
Lead the development of investment counselors, strategists, and researchers dedicated to the private segment to coach and train sales teams.
Yêu cầu
Educational Qualifications: Bachelor's degree in Business, Finance, Economics, or a related field; an MBA, CFA, or similar certification is preferred.
Experience: 10-12 years in investment management or product management, with at least 5 years in a managerial capacity, preferably within has strong background in wealth management products in capital, fund management, securities firms or wealth management of retail banking, priority clients ( must have)
Knowledge and Expertise:
In-depth understanding of various asset classes, investment tools, and risk management practices.
Strong grasp of financial markets, macroeconomic factors, and regulatory requirements.
Skills:
Exceptional analytical, decision-making, and communication skills.
Strong leadership and team management abilities, with a commitment to high ethical standards and integrity.
Quyền lợi
Chế độ bảo hiểm
Du Lịch
Phụ cấp
Du lịch nước ngoài
Chế độ thưởng
Chăm sóc sức khỏe
Đào tạo
Tăng lương
Công tác phí
Nghỉ phép năm
Thông tin chung
- Thu nhập: 5,000 - 10,000 USD
Cách thức ứng tuyển
ADI was found with the mission to serve the growth and the needs of our customers across ASEAN region in all industry verticals by providing the quality IT Staff Outsourcing , Recruitment and IT Consulting Services.
Tầm nhìn
Sự lựa chọn số một cho khách hàng của mình. Có những nhân viên Hạnh phúc & Tài năng trong một đội. Dẫn đầu thị trường trong lĩnh vực kinh doanh tuyển dụng và thuê ngoài nhân viên CNTT
ADI tin rằng nhân viên của chúng tôi là sức mạnh thực sự của chúng tôi và chúng tôi cùng nhau sẽ giúp khách hàng đạt được các mục tiêu của công ty. ADI là một công ty hướng tới khách hàng, tập trung vào việc xây dựng quan hệ đối tác lâu dài với khách hàng của chúng tôi để cùng đạt được thành công.
Nhiệm vụ
Dịch vụ Gia công phần mềm Nhân viên CNTT của ADI chủ yếu tập trung vào các tài nguyên Dot Net, Java, Testing, SAP và Oracle.
Dịch vụ Tuyển dụng của ADI đang tập trung vào các vị trí CNTT và phi CNTT.
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