Investment Counsellor Expert - Retail Banking - HN/HCM - TA050

Mô tả Công việc
In-depth coordination with RM to manage customers and provide investment consulting information and portfolio management solutions, understanding customer needs and risk appetite; Advise on investment portfolios and introduce investment products to customers who have used investment products and customers who have not used investment products; ensuring high quality service, creating customer loyalty with bank.
Offer bespoke advice (e.g., asset allocation, investment products) consistent with single clients
Monitor performance of key client portfolios, provide regular market updates (e.g., potential risks & opportunities, update daily market and investment information for the RMs in charge, support RMs with investment-related transactions, connect with internal departments to resolve arising requests and problems of cutomer) and generate investment ideas, propose rebalancing actions (as necessary)
Responsibility to complete the KPI of investment products according to client portfolio/ business units in charge
Promoting the sale of investment products for RM forces, reviewing the list of potential customers and programs, the rate of customer using investment products, the rate of selling products of RM portfolio or area in charge.
Training product knowledge, consulting skills, regularly updating information on investment products for RM specializing in Affluent and Private segment at business units and RM all regions, according to the direction of Investment Products & Advisory department
Proposing to management of Units about how to implement and increase sales of investment products of high-end customers and RMs of the managed unit.
Comply with the regulations of the Bank and segments on operations, giving accurate and adequate advice to customers .
In-depth coordination with RM to manage customers and provide investment consulting information and portfolio management solutions, understanding customer needs and risk appetite; Advise on investment portfolios and introduce investment products to customers who have used investment products and customers who have not used investment products; ensuring high quality service, creating customer loyalty with bank.
Offer bespoke advice (e.g., asset allocation, investment products) consistent with single clients
Monitor performance of key client portfolios, provide regular market updates (e.g., potential risks & opportunities, update daily market and investment information for the RMs in charge, support RMs with investment-related transactions, connect with internal departments to resolve arising requests and problems of cutomer) and generate investment ideas, propose rebalancing actions (as necessary)
Responsibility to complete the KPI of investment products according to client portfolio/ business units in charge
Promoting the sale of investment products for RM forces, reviewing the list of potential customers and programs, the rate of customer using investment products, the rate of selling products of RM portfolio or area in charge.
Training product knowledge, consulting skills, regularly updating information on investment products for RM specializing in Affluent and Private segment at business units and RM all regions, according to the direction of Investment Products & Advisory department
Proposing to management of Units about how to implement and increase sales of investment products of high-end customers and RMs of the managed unit.
Comply with the regulations of the Bank and segments on operations, giving accurate and adequate advice to customers .