Job offer: Head of Investment Products and Advisory


Announced
01/11/20242 month(s) ago
Job Status
Full Time
Job Type
Employee
Expiration Date
31/10/2025 310 days left
Job Category
Management
Salary
VND - (Annual)
Job Title
Head of Investment Products and Advisory
Job Presentation
Company and Job Overview
Our client is a top local bank looking for a Head of Investment Products and Advisory
Job Responsibilities
  • Oversee investment product solutions, proposals, and distribution strategies that adhere to legal requirements for every clientele group.
  • Establishing and utilizing alliances to improve the product line. Create guidelines for third-party product sellers' due diligence and onboarding.
  • Achieving the items' business objectives
  • Collaborate with sales directors to determine market demand and potential new product offerings. Arrange and oversee marketing campaigns and product launches.
  • Developing macro and micro-based investment strategies to advise the BU team and clients on market outlooks, product briefs, and appropriateness
  • Create model portfolios and a systematic advice process. Examine and confirm process adherence and model and client portfolio alignment.
  • Providing coaching, training, sales support tools, sales promotion, and stimulus programs to BU teams so they can provide clients with appropriate answers
  • Investigating cross-selling and penetration strategies to boost clientele, AUM, and TOI
  • Create research, investment strategists, and investment counselors specifically for the private sector to mentor, teach, and train salespeople at BUs and PB centers.
Job Requirements
Educational Qualifications
  • Business, finance, or economics degree from university,
  • Having an MBA, CFA, CFR, or other qualifications will be beneficial.
Relevant Experience
  • Over 05 years of experience in management
  • 10 to 12 years of experience managing products and investments, ideally in private and priority banking
Relevant Knowledge/ Expertise
  • Competent knowledge of different asset classes, risk management techniques, and investing tools
  • Thorough knowledge of macroeconomic variables, financial markets, and regulatory needs
Skills
  • Outstanding decision-making, communication, and analytical abilities
  • Excellent team management and leadership abilities, strong moral standards, ethics, etc.

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How to Apply?

Please apply for this job on JAC-Recruitment.vn website:
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JOB BY
JAC Recruitment Vietnam
19th Floor, Ruby Tower 81-83-83B-85 Ham Nghi District 1, Ho Chi Minh City
  +84 28 3821 7730

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