Manager Client Advisory

Địa điểm Hồ Chí Minh
Ngành nghề Dịch vụ tài chính - Ngân hàng, Bảo hiểm
Category Sales
Mã số 16351
Loại công việc Cố định
Lương 80.000.000-120.000.000
Email liên hệ phuong.huynh@manpower.com.vn
Điện thoại liên hệ +84 338 080 077
Ngày đăng Tháng bảy 16, 2024
Key Responsibilities:
1. Client Acquisition:
  • Establishing contact with clients and scheduling meetings
  • Conducting risk assessments of client’s current investment
  • Analyzing information and preparing plans best suited to individual clients' requirements
  • Onboarding new clients and fulfill all KYC requirements and account activation for clients across the products offered by our platform
  • Arrange & manage entire documentation for Bank/Broking account opening
2. Client Relationship Management:
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Help review and respond to clients' changing needs and financial circumstances
  • Support supervisor in advising and meeting clients on their investment needs based on their risk appetite and performance objective through various investment solutions
3. Investment Advisory:
  • In-depth KYC, analyze current asset allocation, support supervisor to work out investment proposals
  • Support supervisor to coordinate with Portfolio Manager, Product, and Research team for making investment decisions for the clients
  • Producing investment reports.
  • Support supervisors by liaising with banks and financial services providers
  • Keeping up to date with financial products and legislation
4. Compliance:
  • Adherence to all regulatory, statutory, and corporate compliance standards
5. Marketing and Sales:
  • Support in promoting and selling financial products and solutions to meet given AUM targets
  • Support in organizing seminars, workshops, and other business development activities
Skills and qualifications required:
  • Bachelor’s degree in finance, Economics, or Banking.
  • Proven track record in investment management and investment advisory services
  • Excellent Communication Skills, Management Skills, Advisory Skills & Sales Skills.
Experience required:
  • At least 5 years of relevant experience in investment advisory and management.