Head of Investment Advisory & Products - Ha Noi, Ho Chi Minh

1. Advisory

• Ensure advisory / investment SOP are followed and in line with bank policies

• Review samples of client portfolios to ensure that structured advisory process and alignment with model portfolio are followed where relevant.

2. Products

• Develop policies pertaining to due diligence and onboarding of third-party product vendors

• Work with Sales Directors identify demand and opportunities for new product offering

• Plan and lead product launch / marketing events.

• University degree (e.g., Business, Finance, Economics)

- MBA / CFA / CFP / others2 will be strongly preferred

• Relevant prior experience:

- At least 10 – 12 years of senior level investment / product management experience (preferably in private banking)

- Proficient understanding of various asset classes, investment tools, and risk management practices

- Possess deep understanding of financial markets, macroeconomic factors, and regulatory requirements

• Exceptional analytical, decision-making, and communication skills

- Proficiency in English is required

• Other attributes: strong leadership & team management skills, high ethical standards and integrity etc