CIO

错误

☞ TECHCOMBANK

视图: 132

更新日: 14-04-2024

位置: Ha Noi

类别: 金融/银行/股票 IT-软件 IT-硬件/网络

水平: Giám đốc

薪水: Cạnh tranh

水平: Đại học

经验: 8 - 10 Năm

Đang tải ...

职位描述

Key responsibility:

1.Carry out research,analyseand update market trends

1.1 Research and provide reports on both global and Vietnam macroeconomic and financial markets

1.2 Research and provide reports on asset classes (bond, equity, alternative investment) and industries

2.Build and monitor investment strategies of focus customers at TCB

2.1 Customerunderstanding(needs, financial situation, risk appetite, hobbies, etc.)

2.2 Develop the suitable investment strategy with adjusted and customized investment solutions:

• Develop TCBs investment opinion to determine strategic and tactical asset allocation

• Develop model portfolios for TCB’s focus groups

• Work closely with relevant teams (Product Development, Economic and Financial Market Analysis department, IB Investment Analysis, WB and BB industry experts) to customize investment strategies for target customers of TCB

• Develop risk management/ control measures to protect customer assets

3. Manage asset of TCB’s focus groups

• Manage clients investment assets(portfolio of stocks, bonds, real estate, ...)

• Provide off-the-shelf reports and recommendations on equity investment

• Provide specific analysis report on specific ticker of interest on request

4. Build relationships and organize implementation with relevant parties, providing Wealth Management services with the best experience for customers

• Be proactive and request resources from relevant Departmentsto jointly provide wealth management solutions for customers

• Proactively work with relevant Departments to solve problems in the wealth management solutions journey for customers and financial topics that customer concerns

• Build and deepen relationships and trust with Customers

5. Build analysis and portfolio management capacity for Salesforce

Training, coaching team:

• Investment portfolio allocation strategy

• Macro market analysis reports and financial reports

• Industry and asset classes reports

工作要求

Education and Certificate:

• Bachelor degree major in Economic/ Finance/ Accounting/ Business Administration

• Certificate of fund management practice (committed to completion within 1 year)

• Master degree or Postgraduate degree is preferred. CFA level 1,2,3 or CFA holder is preferred

• CFP (or equivalent certificate) is preferred (committed to completion in 2-3 years)

• IELTS 6.5 or above or equivalent certificate

Knowledge, capacity and experience:

• Have good ability in planning investment strategies for customers

• Have good knowledge and ability to research and analyze macroeconomics, asset classes and industries

• Have at least 8-10 years of working experience in the Banking/ Finance/ Investment/ Securities industry, including experience in consulting/ asset investment management for VIP and HNW customers

• The ideal candidate needs experience in one or more wealth management products such as: Bonds, Funds, Stocks, Foreign Exchange, Insurance, branded residence

• Having experience working/ investing abroad in the financial or banking industry is an advantage

Personal qualification:

• Integrity, humility, adherence to professional ethics

• Control personal emotions and maintain a good professional attitude at work

• Must have confidence and poise to perform your role in consultations with customers

• Dynamic personality, highly oriented and passionate about finance and investment

• Have active listening and critical thinking skills

• Customer-centric mindset

• Have strong coaching and leadership skills

• Desire/ ability to work successfully in a fast-paced organization

工作兴趣

  • Laptop
  • Chế độ bảo hiểm
  • Du Lịch
  • Đồng phục
  • Chăm sóc sức khỏe
  • Đào tạo
  • Tăng lương
  • Nghỉ phép năm
Đang tải ...

最后期限: 14-05-2024

点击免费申请候选人

申请

Đang tải ...
Đang tải ...

相同的工作

Đang tải ...
Đang tải ...