Senior Expert, Wealth Advisory Management

Công việc cụ thể là gì?

Job Purpose Responsible 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 and 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 tasks as assigned by Director/ direct manager. • Ngày làm việc: T2 - T6 • Giờ làm việc: 08:00 - 17:00 • Cấp bậc: Có kinh nghiệm • Loại công việc: Toàn thời gian