Head of Investment Products and Advisory
Location: HCMC
Report to: Head of PB cum Head of Segments and Wealth management
Number of subordinates: 13+

Job Purpose:
Head of Investment Products and Advisory – Develop and ensure investment advisory process, model portfolios for clients are complied with; provides investment strategies based on macros and micros to guide BU team and clients with market outlook and product notes; Develop, launch new products & due diligence of 3rd party products for onboarding

Responsibilities
- Manage Investment products solutions, propositions and distribution architecture compliant with regulations for all client segments
- Building and leveraging partnerships to enhance product suite. Develop policies pertaining to due diligence and onboarding of third-party product vendors
- Delivering business goals for the products
- Work with Sales Directors to identify demand and opportunities for new product offering. Plan and lead product launch / marketing events.
- Building investment strategies based on macros and micros to guide BU team and clients with market outlook and product briefs and suitability
- Build structured advisory process, model portfolios. Review and ensure process compliance and alignment between clients’ portfolio and model
- Enabling BU teams through coaching, training, sales support tools, sales promotion and stimulus programs to be able to offer suitable solutions to clients
- Exploring penetration and cross sell opportunities to increase clients, AUM and TOI
- Develop Investment Counsellors, Investment strategist, Researcher dedicated for Private segment to guide, coach and train sales staff at BUs/PB centers

Authority/ Responsibility And Quantative Dimensions
Describe 1 or 2 typical decisions that you are allowed to make within your position’s authority.
Product choice for advisory/ distribution
Advisory contents & materials (market outlook, strategies,…)
Describe 1 or 2 typical decisions that require further instructions from your superior.
Structured advisory process for investment advisory
Product features (structure, pricing, operation process…) for investment products
List the relevant quantifiable measures/numbers that reflect the scope and scale of the activities of your job (e.g. revenues, P&L, budgets, etc.)
TOI from Investment products
Investment product gross sale
AUM of Investment Products
Penetration of Investment Products
Process control and regulatory compliance
Key Initiatives: Product Penetrations, Sales Quality, Capability Building, Digital innovation

2. Qualifications

Educational Qualifications
University degree in Business, Finance, Economics,…
- MBA/CFA/CFR/others will be an added advantage /
Relevant Experience
5+ years of managerial experience
10 - 12 years in investment / product management experience (preferably in priority and private banking)
Relevant Knowledge/ Expertise
Proficient understanding of various asset classes, investment tools, and risk management practices
Deep understanding of financial markets, macroeconomic factors, and regulatory requirements
Skills
Exceptional analytical, decision-making, and communication skills
Others
Strong leadership & team management skills, high ethical standards and integrity etc