Director, Wealth advisory Management (40000528)

Job Purpose

Responsible for Advising the Head of Wealth to develop a wealth management solution in the property investment management strategy for each segment/subgroup of customers with large assets/HNWI
- Ensure and coordinate appropriate resources
- Building consulting tools and providing suitable solutions và services, optimizing benefits to customers, increasing efficiency in selling Investment Products.
Improve the property management consulting capacity for the sales force through in-depth analysis, communication and training activities for the Frontline.

Key Accountabilities (1)

1. Develop specific investment strategies, tools and policies for each customer segment to help improve the knowledge and capacity of the Sales force/Frontline in consulting investment products.
2. Provide analysis and update on market trends, in-depth knowledge of solutions to advise wealth management
- Research – market trends, competitor products… asset management segment
- Develop and implement risk management/control measures to protect customers (portfolio profile of risk appetite, asset allocation solutions...)
- Develop regular communication activities about the market and property management activities to the sales and consulting team, as well as to TCB's and external media and channels
3. Coordinating and providing resources to work with product teams to create new investment products to provide customers and communicate feedback from the market, customers in the working process.

Key Accountabilities (2)

4. Ensuring the quality of personnel, coordinating and assigning appropriate resources to participate in supporting RMs to directly consulting on wealth management services, financial planning with HNWI clients at the request of sales team
5. Responsibile for the whole business development targets related to the portfolio of customers in charge of property management
6. Other jobs as assigned by leaders/Head of Wealth

Key Accountabilities (3)

PEOPLE MANAGEMENT
- Oversee human resources planning and execution (headcount & costs) of their function/ sub- function
- Attract, onboard and retain the right talents for a high- performing team
- Establish and communicate sub- function/ function and individual KRAs/ KPIs, goals, action plan, expectations and results to reporting line
- Manage sub- function/ function performance & provide feedback regularly (following the annual performance management cycle)
- Define team’s capability requirements and enable team member’s professional and personal development through capability assessment, training, coaching & feedback, mentoring, etc.
- Motivate and recognize team members’ contributions towards the team’s shared goals
- Responsible for developing talents within the function/ sub- function
- Act as a role model and promote corporate culture at function/ sub- function level
- Understand & communicate relevant HR offerings to team members.

Key Relationships - Direct Manager

Key Relationships - Direct Reports

Advisor, Wealth advisory Management
Senior Expert, Wealth advisory Management
Expert, Wealth advisory Management

Key Relationships - Internal Stakeholders

Other units in RBG, other units in TCB (WB, BB, PFS, CSA, TO, DO…)

Key Relationships - External Stakeholders

Customers, organizations, business associations, state agencies (GSO, tax authorities ...)

Success Profile - Qualification and Experiences

- University degree majoring in Economics/ Finance/ Banking/ Marketing/ Business Administration
- Master's degree or higher is preferred
- Minimum 12 years of working experience in banking/finance/Investment/Securities, of which at least 6 years of experience in property investment consulting/management for VIP, HNWI clients
- Good working knowledge of product lines, investment markets
- Excellent stakeholder management and good presentation skills
- Knowledge of banking operations
- Understanding of strategy, business model, CVP
- Minimum TOEIC 750 or equivalent