senior expert, wealth Advisory managementNgân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank)

Mô tả Công việc
Job Purpose
- 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
- 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.
Key Accountabilities
1. Building tools to help RMs advise and provide investment solutions on the basis of understanding thecustomer's portfolio
2. Analysis, research and update on market trends, in-depth knowledge of solutions to advise customers onproperty management:
- 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...)
- Participate in regular communication about the market and property management activities to the sales andconsulting 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 andcommunicate feedback from the market, customers in the process of working.
4. Directly consulting on wealth management services, financial planning with HNWI customers at thesuggestion/request of the sales team
5. Other task as assigned by Director/ direct manager