Senior Expert, Chief Investment Office

Carry out research,
analyse
and update market trends
1 Research and provide reports on both global and Vietnam macroeconomic and financial markets
2 Research and provide reports on asset classes (bond, equity, alternative investment) and industries
Build and monitor investment strategies of focus customers at TCB
1
Customer
understanding
(needs, financial situation, risk appetite, hobbies, etc.)
2
Develop the suitable investment strategy with adjusted and customized investment solutions:
• 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
• Develop model portfolios for TCB’s focus groups
• Develop TCB&039;s investment opinion to determine strategic and tactical asset allocation
Manage asset of TCB’s focus groups
• Provide specific analysis report on specific ticker of interest on request
• Provide off- the- shelf reports and recommendations on equity investment
• Manage client&039;s investment assets (portfolio of stocks, bonds, real estate, ...)
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 Departments to 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
Build analysis and portfolio management capacity for Salesforce
Training, coaching team:
• Industry and asset classes reports
• Investment portfolio allocation strategy
• Macro market analysis reports and financial reports

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 knowledge and ability to research and analyze macroeconomics, asset classes and industries
• 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
• Have good ability in planning investment strategies for customers
• 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
Personal qualification:
• Customer- centric mindset
• Integrity, humility, adherence to professional ethics
• Desire/ ability to work successfully in a fast- paced organization
• Must have confidence and poise to perform your role in consultations with customers
• Dynamic personality, highly oriented and passionate about finance and investment
• Control personal emotions and maintain a good professional attitude at work
• Have strong coaching and leadership skills
• Have active listening and critical thinking skills

Chế độ bảo hiểm, Du Lịch, Đồng phục, Chế độ thưởng, Chăm sóc sức khỏe, Đào tạo, Tăng lương, Nghỉ phép năm

Cập nhật gần nhất lúc: 2023-12-12 15:25:19